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Charter Capital Management, LLC\DE: CGXU position timeline

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

Charter Capital Management, LLC\DE held 78,038 CGXU 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 78,038 shares
    Change vs previous 13F +1,882 shares

    1.2% of the 13F portfolio, value $2,701,690.

    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 76,156 shares
    Change vs previous 13F +4,337 shares

    1.12% of the 13F portfolio, value $2,245,852.

    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 71,819 shares
    Change vs previous 13F +3,366 shares

    1.1% of the 13F portfolio, value $2,122,259.

    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 68,453 shares
    Change vs previous 13F +5,100 shares

    1.09% of the 13F portfolio, value $2,027,571.

    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 63,353 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,718,775.

    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).