Charter Capital Management, LLC\DE: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charter Capital Management, LLC\DE on META, newest first. How the timeline and the estimate are built.
Charter Capital Management, LLC\DE held 765 META shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 765 sharesChange vs previous 13F -7 shares
0.19% of the 13F portfolio, value $431,135.
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 772 sharesChange vs previous 13F +7 shares
0.22% of the 13F portfolio, value $441,821.
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 765 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $505,035.
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 765 sharesChange vs previous 13F +44 shares
0.3% of the 13F portfolio, value $561,782.
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 721 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $532,062.
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).