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Charter Capital Management, LLC\DE: FDRR position timeline

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

Charter Capital Management, LLC\DE held 134,216 FDRR 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 134,216 shares
    Change vs previous 13F -1,514 shares

    3.85% of the 13F portfolio, value $8,707,929.

    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 135,730 shares
    Change vs previous 13F -406 shares

    4% of the 13F portfolio, value $7,981,363.

    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 136,136 shares
    Change vs previous 13F +1,388 shares

    4.29% of the 13F portfolio, value $8,307,024.

    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 134,748 shares
    Change vs previous 13F +2,034 shares

    4.26% of the 13F portfolio, value $7,898,751.

    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 132,714 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $7,196,908.

    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).