Advertisement
Screener

CHARTER RESEARCH & INVESTMENT GROUP, INC. Last Quarter Change: Foreign Funds, Reduced

CHARTER RESEARCH & INVESTMENT GROUP, INC. quarter change: Foreign Funds, Reduced

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, CHARTER RESEARCH & INVESTMENT GROUP, INC. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

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.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Redwood Park Advisors LLCUnited States$0.150B327
Gordian Advisors LLCUnited States$0.150B55
Richmond Brothers, Inc.United States$0.150B69
Magnolia Private Wealth, LLCUnited States$0.150B134
FLOYD FINANCIAL GROUP LLCUnited States$0.150B68
WINCAP FINANCIAL LLCUnited States$0.150B87
Phil A. Younker & Associates, Ltd.United States$0.150B36
THOMPSON DAVIS & CO., INC.United States$0.150B141
JCP Investment Management, LLCUnited States$0.150B24
FMA Wealth Management, LLCUnited States$0.150B38