Charter Capital Management, Llc\deETFConcentrated long-term

CIK: 0002076040 | BROOKFIELD, WI

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	69	$220.4M	2026-10-28	SEC ↗
Q2 2026	13F-HR	75	$225.9M	2026-07-24	SEC ↗
Q1 2026	13F-HR	70	$199.7M	2026-04-27	SEC ↗
Q4 2025	13F-HR	64	$193.7M	2026-01-22	SEC ↗
Q3 2025	13F-HR	61	$185.3M	2025-10-28	SEC ↗
Q2 2025	13F-HR	62	$170.3M	2025-07-15	SEC ↗