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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CHE holding history

Chemed Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHE overviewAll 13F holders of CHEFull Q2 2026 holdings

Shares (Q2 2026)
110
Value
$51.2K
% of portfolio
<0.1%
Quarters held
16
Since Q4 2021
Holdings of CHE by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026110$51.2K<0.1%+98+816.7%AddedHolders
Q1 202612$4.53K<0.1%−75−86.2%ReducedHolders
Q4 202587$37.2K<0.1%−44−33.6%ReducedHolders
Q3 2025131$58.7K<0.1%−97−42.5%ReducedHolders
Q2 2025228$111.0K<0.1%+37+19.4%AddedHolders
Q1 2025191$117.5K<0.1%−311−62.0%ReducedHolders
Q4 2024502$266.0K<0.1%−115−18.6%ReducedHolders
Q3 2024617$370.8K<0.1%−46−6.9%ReducedHolders
Q2 2024663$359.7K<0.1%+663NewHolders
Q1 20240$00.0%−3−100.0%Sold outHolders
Q4 20233$1.75K<0.1%−8−72.7%ReducedHolders
Q3 202311$5.72K<0.1%+8+266.7%AddedHolders
Q2 20233$1.63K<0.1%−3−50.0%ReducedHolders
Q1 20236$3.23K<0.1%+6NewHolders
Q3 20220$00.0%−198−100.0%Sold outHolders
Q2 2022198$93.0K<0.1%00.0%UnchangedHolders
Q1 2022198$100.0K<0.1%00.0%UnchangedHolders
Q4 2021198$105.0K<0.1%+198NewHolders