A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Charter Capital Management, LLC\DE.

Business address: 13805 West Burleigh Road, Suite 100, Brookfield, WI, 53005
Top securities (13F): IJH, VYM, PRF, DFAI, FDRR, CGGR, VOO, AGG, VIG, CGXU, USB, GOOGL, GOOG, BRKB, CSX, UBER, APH, JPM, IVV, and CW
State of incorporation: DE
Fiscal year end: 31 December

Charter Capital Management, LLC\DE has filed 3 SEC EDGAR filings since 15 Jul 2025

Recent SEC filings for Charter Capital Management, LLC\DE including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	22 Jan 2026	31 Dec 2025	028-25656
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	28 Oct 2025	30 Sep 2025	028-25656
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	15 Jul 2025	30 Jun 2025	028-25656

Charter Capital Management, LLC\DE files with the SEC under CIK 0002076040. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.