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CHARTER RESEARCH & INVESTMENT GROUP, INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHARTER RESEARCH & INVESTMENT GROUP, INC. on AAPL, newest first. How the timeline and the estimate are built.

CHARTER RESEARCH & INVESTMENT GROUP, INC. held 64,915 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,915 shares
    Change vs previous 13F -447 shares

    11.4% of the 13F portfolio, value $18,783,761.

    13F-HR 0001214659-26-010041 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 65,362 shares
    Change vs previous 13F -72 shares

    11.05% of the 13F portfolio, value $16,588,184.

    13F-HR 0001214659-26-005954 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 65,434 shares
    Change vs previous 13F -1,500 shares

    11.88% of the 13F portfolio, value $17,788,846.

    13F-HR 0001214659-26-001408 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 66,934 shares
    Change vs previous 13F -984 shares

    11.81% of the 13F portfolio, value $17,043,366.

    13F-HR 0001214659-25-016244 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 67,918 shares
    Change vs previous 13F -1,238 shares

    10.41% of the 13F portfolio, value $13,934,785.

    13F-HR 0001214659-25-011722 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 69,156 shares
    Change vs previous 13F -575 shares

    11.75% of the 13F portfolio, value $15,361,676.

    13F-HR 0001214659-25-007379 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 69,731 shares
    Change vs previous 13F -2,671 shares

    13.3% of the 13F portfolio, value $17,462,097.

    13F-HR 0001214659-25-002447 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 72,402 shares
    Change vs previous 13F not available

    12.44% of the 13F portfolio, value $16,869,722.

    13F-HR 0001214659-24-018705 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).