DAVIS-REA LTD.: CHTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS-REA LTD. on CHTR, newest first. How the timeline and the estimate are built.

DAVIS-REA LTD. held 53,888 CHTR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 53,888 shares
Change vs previous 13F +15,050 shares
2.19% of the 13F portfolio, value $7,663,412.
13F-HR 0001193125-26-331710 filed by DAVIS-REA LTD.
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 38,838 shares
Change vs previous 13F +1,549 shares
2.19% of the 13F portfolio, value $8,384,347.
13F-HR 0001193125-26-194528 filed by DAVIS-REA LTD.
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 37,289 shares
Change vs previous 13F +2,801 shares
1.95% of the 13F portfolio, value $7,784,079.
13F-HR 0001193125-26-027172 filed by DAVIS-REA LTD.
Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 34,488 shares
Change vs previous 13F not available
2.3% of the 13F portfolio, value $9,487,821.
13F-HR 0001193125-25-252871 filed by DAVIS-REA LTD.
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).