Charter Capital Management, LLC\DE: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charter Capital Management, LLC\DE on MSFT, newest first. How the timeline and the estimate are built.
Charter Capital Management, LLC\DE held 2,704 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,704 sharesChange vs previous 13F -20 shares
0.45% of the 13F portfolio, value $1,008,497.
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 2,724 sharesChange vs previous 13F +863 shares
0.5% of the 13F portfolio, value $1,008,187.
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 1,861 sharesChange vs previous 13F +1 shares
0.46% of the 13F portfolio, value $899,922.
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 1,860 sharesChange vs previous 13F +81 shares
0.52% of the 13F portfolio, value $963,443.
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 1,779 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $884,645.
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).