Charter Capital Management, LLC\DE

Q3 2026 13F Holdings

Location
Brookfield, WI
Holdings as of
9/30/2026
Value ($000)
$220,373
Num holdings
69
Date filed
10/28/2026
Form type
13F-HR
Prev filing
7/24/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type