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Disclosery

Focus Partners Wealth: CHE position timeline

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

Focus Partners Wealth held 6,367 CHE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,367 shares
    Change vs previous 13F +4,407 shares

    <0.01% of the 13F portfolio, value $2,965,671.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,225 shares
    • Focus Partners Advisor Solutions, LLC: 2,142 shares

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

  2. period ended2026-03-31
    13F 1,960 shares
    Change vs previous 13F +722 shares

    <0.01% of the 13F portfolio, value $740,394.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,359 shares
    • Focus Partners Advisor Solutions, LLC: 601 shares

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

  3. period ended2025-12-31
    13F 1,238 shares
    Change vs previous 13F +244 shares

    <0.01% of the 13F portfolio, value $529,944.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 727 shares
    • Focus Partners Advisor Solutions, LLC: 511 shares

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

  4. period ended2025-09-30
    13F 994 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $435,736.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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