Position in CHE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,588
+$1,056 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#481
of 527 holders
Holding Since
Sep 2025
4 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, 2026Aventura Private Wealth, LLC holds $42,031 across 3 Medical Care Facilities names. CHE ranks #3 (13.3% of the industry book) .
All Filings in CHE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,588 | 12 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,532 | 12 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,134 | 12 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,372 | 12 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||