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Formidable Asset Management, LLC: CHE position timeline

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

Formidable Asset Management, LLC held 13,148 CHE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,148 shares
    Change vs previous 13F -1,299 shares

    0.81% of the 13F portfolio, value $5,079,517.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, LLC
    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 14,447 shares
    Change vs previous 13F -2,334 shares

    0.94% of the 13F portfolio, value $6,116,939.

    13F-HR 0001592613-26-000002 filed by Formidable Asset 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 ended2025-12-31
    13F 16,781 shares
    Change vs previous 13F -3,487 shares

    1.09% of the 13F portfolio, value $7,487,104.

    13F-HR 0001592613-26-000001 filed by Formidable Asset 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 ended2025-09-30
    13F 20,268 shares
    Change vs previous 13F +2 shares

    1.55% of the 13F portfolio, value $9,817,013.

    13F-HR 0001592613-25-000008 filed by Formidable Asset 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 ended2025-06-30
    13F 20,266 shares
    Change vs previous 13F +179 shares

    2.06% of the 13F portfolio, value $12,299,445.

    13F-HR 0001592613-25-000004 filed by Formidable Asset 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 ended2025-03-31
    13F 20,087 shares
    Change vs previous 13F +1 shares

    2.07% of the 13F portfolio, value $12,359,933.

    13F-HR 0001592613-25-000002 filed by Formidable Asset 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 ended2024-12-31
    13F 20,086 shares
    Change vs previous 13F -2,060 shares

    1.75% of the 13F portfolio, value $10,641,563.

    13F-HR 0001592613-25-000001 filed by Formidable Asset 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 ended2024-09-30
    13F 22,146 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $13,309,081.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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