Current Market Value 133,906,516
Current Holdings 83
Most Recent File Date 2025-08-08
Total Filings on Record 47
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Charter Research & Investment Group, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 83 133,907
2025-05-12 2025-03-31 13F-HR 79 130,730
2025-02-12 2024-12-31 13F-HR 79 131,298
2024-11-12 2024-09-30 13F-HR 84 135,607
2024-08-14 2024-06-30 13F-HR 81 126,937
2024-05-13 2024-03-31 13F-HR 84 126,121
2024-02-12 2023-12-31 13F-HR 86 120,480
2023-11-13 2023-09-30 13F-HR 74 111,077
2023-08-10 2023-06-30 13F-HR 77 120,546
2023-05-08 2023-03-31 13F-HR 76 114,176
2023-02-13 2022-12-31 13F-HR 74 104,255
2022-11-10 2022-09-30 13F-HR 73 98,912
2022-08-10 2022-06-30 13F-HR 76 110,006
2022-05-13 2022-03-31 13F-HR 83 123,295
2022-02-10 2021-12-31 13F-HR 85 127,027
2021-11-12 2021-09-30 13F-HR 82 120,517
2021-08-10 2021-06-30 13F-HR 80 120,672
2021-05-14 2021-03-31 13F-HR 80 114,492
2021-02-12 2020-12-31 13F-HR 78 103,957
2020-11-10 2020-09-30 13F-HR 76 91,331
2020-08-12 2020-06-30 13F-HR 75 86,738
2020-05-15 2020-03-31 13F-HR 72 75,945
2020-01-30 2019-12-31 13F-HR 78 98,365
2019-11-14 2019-09-30 13F-HR 75 92,322
2019-08-14 2019-06-30 13F-HR 78 89,913
2019-05-15 2019-03-31 13F-HR 82 90,410
2019-02-14 2018-12-31 13F-HR 76 79,182
2018-11-14 2018-09-30 13F-HR 77 91,700
2018-08-10 2018-06-30 13F-HR 75 87,222
2018-05-15 2018-03-31 13F-HR 72 83,779
2018-02-02 2017-12-31 13F-HR 72 89,088
2016-12-09 2016-09-30 13F-HR/A 1 R 70 85,209
2016-11-14 2016-09-30 13F-HR 70 85,056
2016-12-09 2016-06-30 13F-HR/A 1 R 72 87,465
2016-08-12 2016-06-30 13F-HR 72 87,309
2016-12-09 2016-03-31 13F-HR/A 1 R 70 87,256
2016-05-13 2016-03-31 13F-HR 70 87,110
2016-12-09 2015-12-31 13F-HR/A 1 R 70 86,129
2016-02-16 2015-12-31 13F-HR 70 85,984
2016-12-09 2015-09-30 13F-HR/A 1 R 66 75,767
2016-02-29 2015-09-30 13F-HR 66 75,635
2016-12-09 2015-06-30 13F-HR/A 1 R 72 90,039
2016-02-29 2015-06-30 13F-HR 72 89,892
2016-12-09 2015-03-31 13F-HR/A 1 R 72 90,403
2016-02-29 2015-03-31 13F-HR 72 90,255
2016-12-09 2014-12-31 13F-HR/A 1 R 73 91,343
2016-02-29 2014-12-31 13F-HR 73 91,197