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Disclosery

Neo Ivy Capital Management: CHTR position timeline

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

Neo Ivy Capital Management held 6,448 CHTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,448 shares
    Change vs previous 13F +2,135 shares

    0.21% of the 13F portfolio, value $916,970.

    13F-HR 0001727783-26-000006 filed by Neo Ivy Capital Management
    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 4,313 shares
    Change vs previous 13F -13,572 shares

    0.25% of the 13F portfolio, value $931,090.

    13F-HR 0001727783-26-000005 filed by Neo Ivy Capital Management
    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 17,885 shares
    Change vs previous 13F +11,449 shares

    0.59% of the 13F portfolio, value $3,733,493.

    13F-HR 0001727783-26-000004 filed by Neo Ivy Capital Management
    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 6,436 shares
    Change vs previous 13F +6,436 shares

    0.43% of the 13F portfolio, value $1,770,575.

    13F-HR 0001727783-25-000008 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,648 shares

    13F-HR 0001727783-25-000004 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 6,648 shares
    Change vs previous 13F -766 shares

    0.46% of the 13F portfolio, value $2,278,000.

    13F-HR 0001727783-25-000003 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,414 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,402,000.

    13F-HR 0001727783-24-000006 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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