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Kestra Advisory Services, LLC: CHE position timeline

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

Kestra Advisory Services, LLC held 4,722 CHE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,722 shares
    Change vs previous 13F -1,708 shares

    0.01% of the 13F portfolio, value $2,199,147.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,516 shares
    • Kestra Investment Management, LLC: 3,206 shares

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

  2. period ended2026-03-31
    13F 6,430 shares
    Change vs previous 13F +1,675 shares

    0.01% of the 13F portfolio, value $2,428,924.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,685 shares
    • Kestra Investment Management, LLC: 4,745 shares

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

  3. period ended2025-12-31
    13F 4,755 shares
    Change vs previous 13F -729 shares

    0.01% of the 13F portfolio, value $2,034,605.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 1,748 shares
    • Kestra Investment Management, LLC: 3,007 shares

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

  4. period ended2025-09-30
    13F 5,484 shares
    Change vs previous 13F +2,239 shares

    0.01% of the 13F portfolio, value $2,455,081.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,122 shares
    • Kestra Advisory Services, LLC: 1,536 shares
    • Kestra Investment Management, LLC: 1,826 shares

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

  5. period ended2025-06-30
    13F/A 3,245 shares
    Change vs previous 13F +597 shares

    0.01% of the 13F portfolio, value $1,580,245.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,328 shares
    • Kestra Investment Management, LLC: 1,917 shares

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

  6. period ended2025-03-31
    13F/A 2,648 shares
    Change vs previous 13F +601 shares

    0.01% of the 13F portfolio, value $1,629,368.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 928 shares
    • Kestra Investment Management, LLC: 1,720 shares

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

  7. period ended2024-12-31
    13F 2,047 shares
    Change vs previous 13F -401 shares

    0.01% of the 13F portfolio, value $1,084,122.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 987 shares
    • Kestra Investment Management, LLC: 1,060 shares

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

  8. period ended2024-09-30
    13F 2,448 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,471,309.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,450 shares
    • Kestra Investment Management, LLC: 998 shares

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