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Disclosery

TFO Wealth Partners, LLC: CHE position timeline

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

TFO Wealth Partners, LLC held 1,109 CHE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,109 shares
    Change vs previous 13F -1,100 shares

    0.06% of the 13F portfolio, value $516,506.

    13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, 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 2,209 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $834,428.

    13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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