Charis Legacy Partners, LLCETFConcentrated long-term

CIK: 0002056602 | BRYAN, TX

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	29	$80.9M	2026-10-22	SEC ↗
Q2 2026	13F-HR	28	$81.3M	2026-07-09	SEC ↗
Q1 2026	13F-HR	27	$68.4M	2026-04-08	SEC ↗
Q4 2025	13F-HR	26	$67.8M	2026-01-08	SEC ↗
Q3 2025	13F-HR	29	$67.0M	2025-10-08	SEC ↗
Q2 2025	13F-HR	26	$60.7M	2025-07-08	SEC ↗
Q1 2025	13F-HR	26	$52.8M	2025-04-15	SEC ↗
Q4 2024	13F-HR	20	$49.0M	2025-02-13	SEC ↗