Charter Capital Management, LLC\DE

13F Portfolio Filings

Most recent 13F: Q2 2025
Location: Brookfield, WI
CIK: 0002076040
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q2 2025	62	170,314	IJH, VYM, PRF, DFAI	13F-HR	7/15/2025	000207604025000002