Position in CHE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$104,791
+$19,800 QoQ
Shares Held
225
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#429
of 528 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $403,203 across 7 Medical Care Facilities names. CHE ranks #3 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
886 | $142,025 | |
| 2 | ADUS |
Addus HomeCare Corp
|
1,100 | $110,517 | |
| 3 | CHE |
Chemed Corp
This page
|
225 | $104,791 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
112 | $43,667 | |
| 5 | DVA |
Davita Inc.
|
8 | $1,779 | |
| 6 | UHS |
Universal Health Services Inc
|
2 | $297 | |
| 7 | WW |
Ww International, Inc.
|
8 | $127 |
All Filings in CHE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,791 | 225 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $84,991 | 225 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $96,268 | 225 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $100,741 | 225 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $109,559 | 225 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $153,830 | 250 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $132,450 | 250 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $150,242 | 250 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $135,645 | 250 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $176,530 | 275 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $160,806 | 275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $142,917 | 275 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $148,959 | 275 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $164,013 | 305 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $155,681 | 305 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $133,150 | 305 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $143,163 | 305 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $154,497 | 305 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $141,861 | 305 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $144,722 | 305 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $140,245 | 305 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $162,446 | 305 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||