CHARTER RESEARCH & INVESTMENT GROUP, INC.: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHARTER RESEARCH & INVESTMENT GROUP, INC. on PEP, newest first. How the timeline and the estimate are built.
CHARTER RESEARCH & INVESTMENT GROUP, INC. held 28,657 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 28,657 sharesChange vs previous 13F -120 shares
2.36% of the 13F portfolio, value $3,880,144.
13F-HR 0001214659-26-010041 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,777 sharesChange vs previous 13F +110 shares
2.98% of the 13F portfolio, value $4,468,765.
13F-HR 0001214659-26-005954 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,667 sharesChange vs previous 13F -313 shares
2.75% of the 13F portfolio, value $4,114,273.
13F-HR 0001214659-26-001408 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,980 sharesChange vs previous 13F +20 shares
2.82% of the 13F portfolio, value $4,069,937.
13F-HR 0001214659-25-016244 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,960 sharesChange vs previous 13F -580 shares
2.86% of the 13F portfolio, value $3,823,865.
13F-HR 0001214659-25-011722 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,540 sharesChange vs previous 13F -30 shares
3.39% of the 13F portfolio, value $4,429,213.
13F-HR 0001214659-25-007379 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,570 sharesChange vs previous 13F -542 shares
3.42% of the 13F portfolio, value $4,496,399.
13F-HR 0001214659-25-002447 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,112 sharesChange vs previous 13F not available
3.78% of the 13F portfolio, value $5,120,529.
13F-HR 0001214659-24-018705 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).