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Disclosery

Edgestream Partners, L.P.: CHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgestream Partners, L.P. on CHE, newest first. How the timeline and the estimate are built.

Edgestream Partners, L.P. held 967 CHE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 967 shares
    Change vs previous 13F +967 shares

    0.01% of the 13F portfolio, value $450,371.

    13F-HR 0001535061-26-000004 filed by Edgestream Partners, L.P.
    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 0 shares
    Change vs previous 13F -20,411 shares

    13F-HR 0001535061-26-000003 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 20,411 shares
    Change vs previous 13F +2,950 shares

    0.25% of the 13F portfolio, value $8,733,050.

    13F-HR 0001535061-26-000001 filed by Edgestream Partners, L.P.
    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 17,461 shares
    Change vs previous 13F +9,796 shares

    0.23% of the 13F portfolio, value $7,817,988.

    13F-HR 0001535061-25-000007 filed by Edgestream Partners, L.P.
    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 7,665 shares
    Change vs previous 13F +6,233 shares

    0.1% of the 13F portfolio, value $3,732,318.

    13F-HR 0001535061-25-000005 filed by Edgestream Partners, L.P.
    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 1,432 shares
    Change vs previous 13F -3,575 shares

    0.03% of the 13F portfolio, value $881,138.

    13F-HR 0001535061-25-000004 filed by Edgestream Partners, L.P.
    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 5,007 shares
    Change vs previous 13F -5,404 shares

    0.11% of the 13F portfolio, value $2,652,709.

    13F-HR 0001535061-25-000003 filed by Edgestream Partners, L.P.
    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 10,411 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $6,256,699.

    13F-HR 0001535061-24-000004 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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