Position in CHE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,862
+$352 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#504
of 528 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $10,237 across 8 Medical Care Facilities names. CHE ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PACS |
PACS Group, Inc.
|
44 | $1,876 | |
| 2 | CHE |
Chemed Corp
This page
|
4 | $1,862 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
61 | $1,801 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
4 | $1,559 | |
| 5 | UHS |
Universal Health Services Inc
|
10 | $1,486 | |
| 6 | HCSG |
Healthcare Services Group Inc
|
51 | $1,252 | |
| 7 | BKD |
Brookdale Senior Living Inc.
|
15 | $241 | |
| 8 | ENSG |
Ensign Group, Inc
|
1 | $160 |
All Filings in CHE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,862 | 4 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,510 | 4 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,711 | 4 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,790 | 4 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,947 | 4 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,461 | 4 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,119 | 4 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,403 | 4 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,170 | 4 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,567 | 4 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,339 | 4 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||