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Chemistry Wealth Management LLC: CHTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chemistry Wealth Management LLC on CHTR, newest first. How the timeline and the estimate are built.

Chemistry Wealth Management LLC held 1,975 CHTR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,975 shares
    Change vs previous 13F -31 shares

    0.05% of the 13F portfolio, value $280,865.

    13F-HR 0001951757-26-000934 filed by Chemistry Wealth Management LLC
    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 2,006 shares
    Change vs previous 13F +435 shares

    0.08% of the 13F portfolio, value $433,055.

    13F-HR 0001951757-26-000560 filed by Chemistry Wealth Management LLC
    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 1,571 shares
    Change vs previous 13F +489 shares

    0.06% of the 13F portfolio, value $327,946.

    13F-HR 0001951757-26-000004 filed by Chemistry Wealth Management LLC
    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 1,082 shares
    Change vs previous 13F +335 shares

    0.06% of the 13F portfolio, value $297,664.

    13F-HR 0001951757-25-001180 filed by Chemistry Wealth Management LLC
    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 747 shares
    Change vs previous 13F +87 shares

    0.07% of the 13F portfolio, value $305,381.

    13F-HR 0001951757-25-000575 filed by Chemistry Wealth Management LLC
    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 660 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $243,230.

    13F-HR 0001951757-25-000299 filed by Chemistry Wealth Management LLC
    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 660 shares
    Change vs previous 13F +30 shares

    0.05% of the 13F portfolio, value $226,228.

    13F-HR 0001951757-25-000040 filed by Chemistry Wealth Management LLC
    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 630 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $204,170.

    13F-HR 0001951757-24-000967 filed by Chemistry Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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