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Disclosery

Vest Financial, LLC: CHE position timeline

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

Vest Financial, LLC held 12,455 CHE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,455 shares
    Change vs previous 13F -2,583 shares

    0.06% of the 13F portfolio, value $5,800,792.

    13F-HR 0001709632-26-000006 filed by Vest 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 15,038 shares
    Change vs previous 13F +3,304 shares

    0.07% of the 13F portfolio, value $5,680,454.

    13F-HR 0001709632-26-000004 filed by Vest 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 11,734 shares
    Change vs previous 13F +2,032 shares

    0.06% of the 13F portfolio, value $5,020,509.

    13F-HR 0001709632-26-000002 filed by Vest 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 9,702 shares
    Change vs previous 13F +2,383 shares

    0.06% of the 13F portfolio, value $4,343,973.

    13F-HR 0001709632-25-000006 filed by Vest 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 7,319 shares
    Change vs previous 13F +2,981 shares

    0.05% of the 13F portfolio, value $3,563,841.

    13F-HR 0001085146-25-004177 filed by Vest 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 4,338 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,669,258.

    13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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