Position in CHE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$271,526
New position
Shares Held
583
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#375
of 528 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026SYM FINANCIAL Corp holds $271,526 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
|
583 | $271,526 |
All Filings in CHE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,526 | 583 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||