Position in CHRD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$251,688
-$61,392 QoQ
Shares Held
2,202
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#339
of 513 holders
Holding Since
Sep 2022
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Dakota Wealth Management holds $9,480,473 across 4 Oil & Gas E&P names. CHRD ranks #4 (2.7% of the industry book) .
All Filings in CHRD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,688 | 2,202 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $313,080 | 2,202 | Shares | Sole | 2026-05-07 | |
| 2022-12-31 | $219,169 | 1,602 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $202,829 | 1,483 | Shares | Other | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||