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Charter Capital Management, LLC\DE: CGGR position timeline

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

Charter Capital Management, LLC\DE held 181,234 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,234 shares
    Change vs previous 13F +4,445 shares

    3.79% of the 13F portfolio, value $8,554,268.

    13F-HR 0002076040-26-000006 filed by Charter Capital Management, LLC\DE
    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 176,789 shares
    Change vs previous 13F +6,285 shares

    3.56% of the 13F portfolio, value $7,105,146.

    13F-HR 0002076040-26-000004 filed by Charter Capital Management, LLC\DE
    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 170,504 shares
    Change vs previous 13F +9,388 shares

    3.92% of the 13F portfolio, value $7,582,309.

    13F-HR 0002076040-26-000002 filed by Charter Capital Management, LLC\DE
    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 161,116 shares
    Change vs previous 13F +8,465 shares

    3.82% of the 13F portfolio, value $7,076,209.

    13F-HR 0002076040-25-000004 filed by Charter Capital Management, LLC\DE
    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 152,651 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $6,205,248.

    13F-HR 0002076040-25-000002 filed by Charter Capital Management, LLC\DE
    Filed (acceptance time not in the bulk data set), ingested

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