Position in CHE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,328
-$5,982 QoQ
Shares Held
5
-77.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#500
of 527 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $4,855 across 2 Medical Care Facilities names. CHE ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
25 | $2,527 | |
| 2 | CHE |
Chemed Corp
This page
|
5 | $2,328 |
All Filings in CHE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,328 | 5 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,310 | 22 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $16,068 | 33 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $6,153 | 51 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $17,483 | 33 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||