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Disclosery

Berbice Capital Management LLC: CHAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berbice Capital Management LLC on CHAT, newest first. How the timeline and the estimate are built.

Berbice Capital Management LLC held 81,714 CHAT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 81,714 shares
    Change vs previous 13F +1,900 shares

    3.74% of the 13F portfolio, value $7,516,054.

    13F-HR 0002051605-26-000004 filed by Berbice Capital Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 79,814 shares
    Change vs previous 13F +52,665 shares

    4.08% of the 13F portfolio, value $7,876,046.

    13F-HR 0002051605-26-000003 filed by Berbice Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 27,149 shares
    Change vs previous 13F +16,343 shares

    1.1% of the 13F portfolio, value $1,679,166.

    13F-HR 0002051605-26-000002 filed by Berbice Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,806 shares
    Change vs previous 13F +5,091 shares

    0.38% of the 13F portfolio, value $637,122.

    13F-HR 0002051605-26-000001 filed by Berbice Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,715 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $351,473.

    13F-HR 0002051605-25-000005 filed by Berbice Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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