CHARTER RESEARCH & INVESTMENT GROUP, INC. quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, CHARTER RESEARCH & INVESTMENT GROUP, INC. opened 1 positions, added to 3, reduced 2, sold out of 1 and left 5 unchanged. The largest increase in value was SPSM (+$2,501,494); the largest decrease was SPSM (-$2,103,901).
- SPSM: Country of operation —; Class PORTFOLIO S&P600; Shares 2026-03-31 43,541; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1666624): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.
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