Institutional Ownership
Charlies Hldgs Inc Com New
CUSIP 16077A200EquityCHUCQ1 2026
Institutional Holders
2
13F filers
Shares Held
1.1K
Aggregate institutional
Institutional Value
$263
Q1 2026
Net New Holders
+2
2 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased0
Decreased0
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ascentis Wealth Management, LLC | 923 | $263 | +923 | New |
| 2 | Resources Management Corp /Ct/ /Adv | 200 | $0 | +200 | New |