Charter Capital Management, LLC\DE
13F Portfolio Filings
Most recent 13F
Q4 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
Q4 2025
64
193,660
IJH, VYM, PRF, DFAI
13F-HR
1/22/2026
000207604026000002
Q3 2025
61
185,332
IJH, VYM, PRF, DFAI
13F-HR
10/28/2025
000207604025000004
Q2 2025
62
170,314
IJH, VYM, PRF, DFAI
13F-HR
7/15/2025
000207604025000002