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Charter Capital Management, LLC\DE: PRF position timeline

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

Charter Capital Management, LLC\DE held 604,491 PRF 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 604,491 shares
    Change vs previous 13F +9,327 shares

    14.46% of the 13F portfolio, value $32,660,636.

    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 595,164 shares
    Change vs previous 13F +9,011 shares

    14.16% of the 13F portfolio, value $28,288,135.

    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 586,153 shares
    Change vs previous 13F +11,741 shares

    14.2% of the 13F portfolio, value $27,502,279.

    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 574,412 shares
    Change vs previous 13F +14,136 shares

    14.01% of the 13F portfolio, value $25,969,147.

    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 560,276 shares
    Change vs previous 13F not available

    13.91% of the 13F portfolio, value $23,682,846.

    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).