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Disclosery

CAPTRUST FINANCIAL ADVISORS: CHE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 18,699 CHE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,699 shares
    Change vs previous 13F +4,409 shares

    0.01% of the 13F portfolio, value $8,708,900.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 14,290 shares
    Change vs previous 13F +1,132 shares

    0.01% of the 13F portfolio, value $5,397,810.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 13,158 shares
    Change vs previous 13F +10,066 shares

    0.01% of the 13F portfolio, value $5,629,784.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 3,092 shares
    Change vs previous 13F +742 shares

    <0.01% of the 13F portfolio, value $1,384,412.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 2,350 shares
    Change vs previous 13F +153 shares

    <0.01% of the 13F portfolio, value $1,144,286.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 2,197 shares
    Change vs previous 13F -490 shares

    <0.01% of the 13F portfolio, value $1,351,858.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 2,687 shares
    Change vs previous 13F -122 shares

    <0.01% of the 13F portfolio, value $1,423,573.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 2,809 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,688,125.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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