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

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

CHARTER RESEARCH & INVESTMENT GROUP, INC. held 18,501 IBM 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 18,501 shares
    Change vs previous 13F -125 shares

    3.16% of the 13F portfolio, value $5,202,688.

    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 18,626 shares
    Change vs previous 13F -545 shares

    3.01% of the 13F portfolio, value $4,514,775.

    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 19,171 shares
    Change vs previous 13F -225 shares

    3.79% of the 13F portfolio, value $5,678,642.

    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 19,396 shares
    Change vs previous 13F -200 shares

    3.79% of the 13F portfolio, value $5,472,775.

    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 19,596 shares
    Change vs previous 13F -291 shares

    4.31% of the 13F portfolio, value $5,776,509.

    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 19,887 shares
    Change vs previous 13F +28 shares

    3.78% of the 13F portfolio, value $4,945,101.

    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 19,859 shares
    Change vs previous 13F -164 shares

    3.32% of the 13F portfolio, value $4,365,604.

    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 20,023 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $4,426,685.

    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).