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Disclosery

Copeland Capital Management, LLC: CHE position timeline

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

Copeland Capital Management, LLC held 146,833 CHE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 146,833 shares
    Change vs previous 13F +1,826 shares

    1.71% of the 13F portfolio, value $74,161,500.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 145,007 shares
    Change vs previous 13F -2,950 shares

    1.39% of the 13F portfolio, value $67,535,637.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 147,957 shares
    Change vs previous 13F +10,406 shares

    1.24% of the 13F portfolio, value $55,889,426.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 137,551 shares
    Change vs previous 13F -8,815 shares

    1.31% of the 13F portfolio, value $58,853,339.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 146,366 shares
    Change vs previous 13F -468 shares

    1.37% of the 13F portfolio, value $65,534,365.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 146,834 shares
    Change vs previous 13F -2,201 shares

    1.47% of the 13F portfolio, value $71,498,418.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 149,035 shares
    Change vs previous 13F -2,588 shares

    1.84% of the 13F portfolio, value $91,705,298.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 151,623 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $80,330,357.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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