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

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

CHARTER RESEARCH & INVESTMENT GROUP, INC. held 8,062 WMT 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 8,062 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $913,102.

    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 8,062 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,001,945.

    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 8,062 shares
    Change vs previous 13F -200 shares

    0.6% of the 13F portfolio, value $898,187.

    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 8,262 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $851,482.

    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 8,262 shares
    Change vs previous 13F -60 shares

    0.6% of the 13F portfolio, value $807,858.

    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 8,322 shares
    Change vs previous 13F -70 shares

    0.56% of the 13F portfolio, value $730,588.

    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 8,392 shares
    Change vs previous 13F -20 shares

    0.58% of the 13F portfolio, value $758,217.

    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 8,412 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $679,269.

    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).