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Bernzott Capital Advisors: EHC position timeline

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

Bernzott Capital Advisors held 49,721 EHC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,721 shares
    Change vs previous 13F +3,063 shares

    2.01% of the 13F portfolio, value $5,025,840.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    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 46,658 shares
    Change vs previous 13F -101 shares

    2.16% of the 13F portfolio, value $4,513,211.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    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 46,759 shares
    Change vs previous 13F -1,051 shares

    2.36% of the 13F portfolio, value $4,963,019.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    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 47,810 shares
    Change vs previous 13F -731 shares

    2.87% of the 13F portfolio, value $6,072,783.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    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 48,541 shares
    Change vs previous 13F -15,004 shares

    3.04% of the 13F portfolio, value $5,952,541.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    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 63,545 shares
    Change vs previous 13F -1,395 shares

    3.17% of the 13F portfolio, value $6,435,870.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    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 64,940 shares
    Change vs previous 13F -19,359 shares

    2.97% of the 13F portfolio, value $5,997,233.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    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 84,299 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $8,146,680.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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