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Disclosery

NEOS Investment Management LLC: CHTR position timeline

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

NEOS Investment Management LLC held 13,191 CHTR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,191 shares
    Change vs previous 13F -71,920 shares

    0.01% of the 13F portfolio, value $1,875,893.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 85,111 shares
    Change vs previous 13F +11,595 shares

    0.09% of the 13F portfolio, value $18,373,763.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 73,516 shares
    Change vs previous 13F +18,125 shares

    0.09% of the 13F portfolio, value $15,346,466.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 55,391 shares
    Change vs previous 13F +22,524 shares

    0.11% of the 13F portfolio, value $15,238,342.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 32,867 shares
    Change vs previous 13F +13,414 shares

    0.17% of the 13F portfolio, value $13,436,358.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 19,453 shares
    Change vs previous 13F +5,074 shares

    0.14% of the 13F portfolio, value $7,169,014.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 14,379 shares
    Change vs previous 13F +2,263 shares

    0.12% of the 13F portfolio, value $4,928,691.

    13F-HR 0001172661-25-000673 filed by NEOS Investment 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 12,116 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,926,553.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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