Charter Capital Management, LLC\DE historic quarter change: USA Bonds: Other Debt, Reduced
In other debt filed by principal amount (debentures, bonds) (listed in the US), over 4 quarters from 2025-06-30 to 2026-06-30, Charter Capital Management, LLC\DE opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2076040), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Kerusso Capital Management LLC | United States | $0.200B | 53 |
| Arena Capital Advisors, LLC- CA | United States | $0.200B | 21 |
| Sun Financial Inc | United States | $0.200B | 159 |
| ALLEN WEALTH MANAGEMENT, LLC | United States | $0.200B | 59 |
| LRZ CAPITAL LLC | United States | $0.200B | 16 |
| Point Windward Advisors Inc. | United States | $0.200B | 94 |
| Fortis Advisors, LLC | United States | $0.200B | 119 |
| BELLEVUE ASSET MANAGEMENT, LLC | United States | $0.200B | 369 |
| Fairfield University | United States | $0.200B | 4 |
| Sitrin Capital Management LLC | United States | $0.200B | 39 |