13F Filings History of Charter Capital Management, LLC\DE

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$193,660,930
Signature - Title
Joel Hassler - President
Location
Brookfield, WI
Summary
This page shows a list of all the recent 13F filings made by Charter Capital Management, LLC\DE. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Charter Capital Management, LLC\DE reported 64 stock holdings with total value $193,660,930 as of Q4 2025. Top holdings included IJH, VYM, PRF, DFAI, and FDRR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 64 $193,660,930 +$5,875,658 -$2,278,685 +$3,596,973 IJH, VYM, PRF, DFAI, FDRR 13F-HR 22 Jan 2026, 13:27
Q3 2025 61 $185,332,163 +$5,931,615 -$1,471,109 +$4,460,506 IJH, VYM, PRF, DFAI, FDRR 13F-HR 28 Oct 2025, 15:09
Q2 2025 62 $170,314,990 $0 $0 $0 IJH, VYM, PRF, DFAI, FDRR 13F-HR 15 Jul 2025, 12:28