Position in CHE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$229,144
+$218,835 QoQ
Shares Held
492
+2489.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#395
of 528 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Annis Gardner Whiting Capital Advisors, LLC holds $229,144 across 1 Medical Care Facilities name. CHE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
This page
|
492 | $229,144 |
All Filings in CHE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,144 | 492 | Shares | Sole | 2026-08-10 | |
| 2024-06-30 | $10,309 | 19 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,196 | 19 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||