Fortune Financial Advisors, LLC: CHE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortune Financial Advisors, LLC on CHE, newest first. How the timeline and the estimate are built.
Fortune Financial Advisors, LLC held 2,669 CHE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 2,669 sharesChange vs previous 13F +854 shares
0.53% of the 13F portfolio, value $1,243,012.
13F-HR 0001961828-26-000008 filed by Fortune Financial Advisors, 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 1,815 sharesChange vs previous 13F +86 shares
0.35% of the 13F portfolio, value $685,415.
13F-HR 0001961828-26-000004 filed by Fortune Financial Advisors, 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 1,729 sharesChange vs previous 13F +56 shares
0.5% of the 13F portfolio, value $739,837.
13F-HR 0001961828-26-000002 filed by Fortune Financial Advisors, 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 1,673 sharesChange vs previous 13F +70 shares
0.56% of the 13F portfolio, value $748,991.
13F-HR 0001961828-25-000005 filed by Fortune Financial Advisors, 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 1,603 sharesChange vs previous 13F +518 shares
0.63% of the 13F portfolio, value $780,748.
13F-HR 0001085146-25-003876 filed by Fortune Financial Advisors, 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 1,085 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $667,713.
13F-HR 0001085146-25-002423 filed by Fortune Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).