CHARTER RESEARCH & INVESTMENT GROUP, INC. historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, CHARTER RESEARCH & INVESTMENT GROUP, INC. opened 6 positions, added to 44, reduced 21 and sold out of 4.
- Q2 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 6,043.
- Q2 2026: Stock MDY; Country of operation —; Class UTSER1 S&P DCRP; Shares before 6,350.
- Q1 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 6,049.
- Q1 2026: Stock VGT; Country of operation —; Class INF TECH ETF; Shares before 1,035.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1666624), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-12-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-12-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-12-09); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-12-09); Q3 2015 (2015-06-30 to 2015-09-30, filed 2016-12-09); Q2 2015 (2015-03-31 to 2015-06-30, filed 2016-12-09); Q1 2015 (2014-12-31 to 2015-03-31, filed 2016-12-09). 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 2015-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
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