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Aptus Capital Advisors, LLC: CHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aptus Capital Advisors, LLC on CHE, newest first. How the timeline and the estimate are built.

Aptus Capital Advisors, LLC held 64,080 CHE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,080 shares
    Change vs previous 13F +2,959 shares

    0.22% of the 13F portfolio, value $29,844,728.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 61,121 shares
    Change vs previous 13F +3,740 shares

    0.19% of the 13F portfolio, value $23,087,774.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,381 shares
    Change vs previous 13F +757 shares

    0.21% of the 13F portfolio, value $24,551,038.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 56,624 shares
    Change vs previous 13F +6,368 shares

    0.23% of the 13F portfolio, value $25,353,022.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,256 shares
    Change vs previous 13F +5,210 shares

    0.24% of the 13F portfolio, value $24,471,107.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,046 shares
    Change vs previous 13F +4,351 shares

    0.31% of the 13F portfolio, value $27,717,689.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,695 shares
    Change vs previous 13F +7,327 shares

    0.26% of the 13F portfolio, value $21,560,587.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,368 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $20,053,168.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).