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
- period ended2026-06-3013F 13,148 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,447 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,781 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,268 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,266 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,087 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,086 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,146 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).