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Disclosery

Blue Trust, Inc.: CHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Trust, Inc. on CHE, newest first. How the timeline and the estimate are built.

Blue Trust, Inc. held 1,764 CHE 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 1,764 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $821,602.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    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 1,637 shares
    Change vs previous 13F +43 shares

    0.01% of the 13F portfolio, value $618,285.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    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 1,594 shares
    Change vs previous 13F -103 shares

    0.01% of the 13F portfolio, value $682,009.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    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 1,697 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $759,815.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    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 1,790 shares
    Change vs previous 13F +145 shares

    0.01% of the 13F portfolio, value $871,604.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    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 1,645 shares
    Change vs previous 13F +101 shares

    0.01% of the 13F portfolio, value $1,012,201.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 1,544 shares
    Change vs previous 13F -331 shares

    0.01% of the 13F portfolio, value $818,011.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 1,875 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,017,337.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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