Charter Capital Management, LLC\DE: IVV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charter Capital Management, LLC\DE on IVV, newest first. How the timeline and the estimate are built.
Charter Capital Management, LLC\DE held 1,632 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,632 sharesChange vs previous 13F -84 shares
0.54% of the 13F portfolio, value $1,222,358.
13F-HR 0002076040-26-000006 filed by Charter Capital Management, LLC\DE
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,716 sharesChange vs previous 13F +168 shares
0.56% of the 13F portfolio, value $1,121,068.
13F-HR 0002076040-26-000004 filed by Charter Capital Management, LLC\DE
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,548 sharesChange vs previous 13F +60 shares
0.55% of the 13F portfolio, value $1,060,149.
13F-HR 0002076040-26-000002 filed by Charter Capital Management, LLC\DE
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,488 sharesChange vs previous 13F -19 shares
0.54% of the 13F portfolio, value $996,238.
13F-HR 0002076040-25-000004 filed by Charter Capital Management, LLC\DE
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,507 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $935,397.
13F-HR 0002076040-25-000002 filed by Charter Capital Management, LLC\DE
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).