CHARTER RESEARCH & INVESTMENT GROUP, INC.: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHARTER RESEARCH & INVESTMENT GROUP, INC. on PM, newest first. How the timeline and the estimate are built.
CHARTER RESEARCH & INVESTMENT GROUP, INC. held 9,780 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 9,780 sharesChange vs previous 13F -300 shares
1.07% of the 13F portfolio, value $1,769,300.
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 10,080 sharesChange vs previous 13F +285 shares
1.11% of the 13F portfolio, value $1,666,627.
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 9,795 sharesChange vs previous 13F -1,570 shares
1.05% of the 13F portfolio, value $1,571,118.
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 11,365 sharesChange vs previous 13F -430 shares
1.28% of the 13F portfolio, value $1,843,403.
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 11,795 sharesChange vs previous 13F -238 shares
1.6% of the 13F portfolio, value $2,148,223.
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 12,033 sharesChange vs previous 13F -50 shares
1.46% of the 13F portfolio, value $1,909,998.
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 12,083 sharesChange vs previous 13F -185 shares
1.11% of the 13F portfolio, value $1,454,189.
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 12,268 sharesChange vs previous 13F not available
1.1% of the 13F portfolio, value $1,489,335.
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).