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Manager record

Charter Research & Investment Group, Inc.

Southport, CT · CIK 1666624 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$164.75MReported 13F valueQ2 2026 · as filed
92Holdings listed
+9.7%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $133.9M$133.9MQ2 202583 holdingsQ3 2025: $144.4M$144.4MQ3 202583 holdingsQ4 2025: $149.7M$149.7MQ4 202584 holdingsQ1 2026: $150.1M$150.1MQ1 202686 holdingsQ2 2026: $164.7M$164.7MQ2 202692 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$164.75M · 92 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$150.13M · 86 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$149.69M · 84 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$144.36M · 83 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$133.91M · 83 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology