Position in CHE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$676,254
+$196,525 QoQ
Shares Held
1,452
+14.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#268
of 528 holders
Holding Since
Jun 2024
9 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, 2026United Advisor Group, LLC holds $676,254 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
|
1,452 | $676,254 |
All Filings in CHE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,254 | 1,452 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $479,729 | 1,270 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $487,332 | 1,139 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $477,290 | 1,066 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $443,106 | 910 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $523,637 | 851 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $427,548 | 807 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $387,625 | 645 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $290,280 | 535 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||