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Disclosery

LPL Financial LLC: CHE position timeline

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

LPL Financial LLC held 5,136 CHE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,136 shares
    Change vs previous 13F -1,056 shares

    <0.01% of the 13F portfolio, value $2,392,048.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 6,192 shares
    Change vs previous 13F -1,153 shares

    <0.01% of the 13F portfolio, value $2,339,135.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 7,345 shares
    Change vs previous 13F -2,428 shares

    <0.01% of the 13F portfolio, value $3,142,757.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 9,773 shares
    Change vs previous 13F -787 shares

    <0.01% of the 13F portfolio, value $4,375,693.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 10,560 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $5,142,188.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 10,527 shares
    Change vs previous 13F +1,185 shares

    <0.01% of the 13F portfolio, value $6,477,260.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 9,342 shares
    Change vs previous 13F -1,325 shares

    <0.01% of the 13F portfolio, value $4,949,240.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 10,667 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,410,311.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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