Charter Capital Management, LLC\DE: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charter Capital Management, LLC\DE on V, newest first. How the timeline and the estimate are built.
Charter Capital Management, LLC\DE held 2,125 V shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,125 sharesChange vs previous 13F -22 shares
0.32% of the 13F portfolio, value $729,032.
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 2,147 sharesChange vs previous 13F +1 shares
0.32% of the 13F portfolio, value $648,853.
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 2,146 sharesChange vs previous 13F -75 shares
0.39% of the 13F portfolio, value $752,789.
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 2,221 sharesChange vs previous 13F 0 shares
0.41% of the 13F portfolio, value $758,255.
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 2,221 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $788,522.
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).