Current Market Value 192,988,209
Current Holdings 25
Most Recent File Date 2025-02-12
Total Filings on Record 43
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Chartist Inc /ca/ . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-02-12 2024-12-31 13F-HR 25 192,988
2024-11-14 2024-09-30 13F-HR 25 194,686
2024-08-06 2024-06-30 13F-HR 28 192,843
2024-05-14 2024-03-31 13F-HR 26 195,007
2024-02-13 2023-12-31 13F-HR 27 183,903
2023-11-13 2023-09-30 13F-HR 26 168,581
2023-08-14 2023-06-30 13F-HR 26 188,940
2023-05-10 2023-03-31 13F-HR 22 100,929
2022-08-15 2022-06-30 13F-HR 23 168,262
2022-05-12 2022-03-31 13F-HR 33 213,816
2022-02-14 2021-12-31 13F-HR 35 232,642
2021-11-15 2021-09-30 13F-HR 35 210,613
2021-08-11 2021-06-30 13F-HR 34 216,701
2021-05-13 2021-03-31 13F-HR 26 196,011
2021-02-11 2020-12-31 13F-HR 26 191,527
2020-11-10 2020-09-30 13F-HR 27 178,006
2020-02-05 2019-12-31 13F-HR 28 163,881
2019-11-14 2019-09-30 13F-HR 30 155,187
2019-08-15 2019-06-30 13F-HR 26 157,915
2019-05-09 2019-03-31 13F-HR 34 119,115
2019-02-05 2018-12-31 13F-HR 29 51,789
2018-11-07 2018-09-30 13F-HR 40 227,304
2018-08-07 2018-06-30 13F-HR 37 220,933
2018-05-08 2018-03-31 13F-HR 35 213,830
2018-02-08 2017-12-31 13F-HR 37 225,921
2017-11-14 2017-09-30 13F-HR 31 212,484
2017-08-15 2017-06-30 13F-HR 31 205,162
2017-05-11 2017-03-31 13F-HR 34 204,876
2017-02-06 2016-12-31 13F-HR 35 196,069
2016-10-31 2016-09-30 13F-HR 36 190,753
2016-08-02 2016-06-30 13F-HR 43 187,161
2016-01-29 2015-12-31 13F-HR 57 201,889
2015-10-30 2015-09-30 13F-HR/A 1 R 12 16,319
2015-10-16 2015-09-30 13F-HR 36 28,395
2015-07-17 2015-06-30 13F-HR 39 207,266
2015-04-28 2015-03-31 13F-HR 41 210,884
2015-01-27 2014-12-31 13F-HR 0 0
2014-10-20 2014-09-30 13F-HR 44 191,015
2014-07-29 2014-06-30 13F-HR 62 204,611
2014-04-17 2014-03-31 13F-HR 44 187,313
2014-02-07 2013-12-31 13F-HR 50 192,693
2013-10-31 2013-09-30 13F-HR 46 174,143
2013-08-07 2013-06-30 13F-HR 50 172,914