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Disclosery

Waterloo Capital, L.P.: CHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on CHE, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 4,797 CHE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,797 shares
    Change vs previous 13F +427 shares

    0.13% of the 13F portfolio, value $2,234,190.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 4,370 shares
    Change vs previous 13F +941 shares

    0.12% of the 13F portfolio, value $1,650,788.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 3,429 shares
    Change vs previous 13F -553 shares

    0.11% of the 13F portfolio, value $1,467,126.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 3,982 shares
    Change vs previous 13F +289 shares

    0.13% of the 13F portfolio, value $1,783,035.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 3,693 shares
    Change vs previous 13F +417 shares

    0.15% of the 13F portfolio, value $1,798,016.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 3,276 shares
    Change vs previous 13F +500 shares

    0.19% of the 13F portfolio, value $2,015,603.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 2,776 shares
    Change vs previous 13F +261 shares

    0.15% of the 13F portfolio, value $1,470,780.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 2,515 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,511,496.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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