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KFG WEALTH MANAGEMENT, LLC: CHE position timeline

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

KFG WEALTH MANAGEMENT, LLC held 788 CHE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 788 shares
    Change vs previous 13F -3 shares

    0.04% of the 13F portfolio, value $366,991.

    13F-HR 0001919344-26-000005 filed by KFG WEALTH 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 791 shares
    Change vs previous 13F +98 shares

    0.04% of the 13F portfolio, value $298,922.

    13F-HR 0001919344-26-000004 filed by KFG WEALTH 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 693 shares
    Change vs previous 13F +48 shares

    0.04% of the 13F portfolio, value $296,375.

    13F-HR 0001919344-26-000001 filed by KFG WEALTH 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 645 shares
    Change vs previous 13F +55 shares

    0.04% of the 13F portfolio, value $288,874.

    13F-HR 0001919344-25-000007 filed by KFG WEALTH 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 590 shares
    Change vs previous 13F +65 shares

    0.05% of the 13F portfolio, value $287,155.

    13F-HR 0001919344-25-000005 filed by KFG WEALTH 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 525 shares
    Change vs previous 13F +23 shares

    0.06% of the 13F portfolio, value $323,329.

    13F-HR 0001919344-25-000004 filed by KFG WEALTH 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 502 shares
    Change vs previous 13F +65 shares

    0.05% of the 13F portfolio, value $266,083.

    13F-HR 0001919344-25-000002 filed by KFG WEALTH 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 437 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $262,632.

    13F-HR 0001919344-24-000006 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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