DOSSIER · 13F Holders · Q4 2025
CHUC

CHARLIES HLDGS INC COM NEW

3 institutions still hold CHARLIES HLDGS INC COM NEW as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 16077A200·3 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$543
visible holders
Holders
3
filers reporting
Concentration
51.57%
ORG Partners LLC #1
top holder share
AI Holders Summary · Q4 2025

3 institutions reported CHUC in Q4 2025. ORG Partners LLC leads at 51.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ORG Partners LLC
CIK 0001979372
$2809230.00%Q4 2025
02
ORG Wealth Partners, LLC
CIK 0002032602
$2639230.00%Q1 2026
03
RESOURCES MANAGEMENT CORP /CT/ /ADV
CIK 0000749044
$02000.00%Q1 2026
Insiders at CHARLIES HLDGS INC COM NEW
King Michael DMontesano Matthew PCarmines EdwardSicignano Henry IiiFox Jeffrey GCohen ScotStump RyanMirkovich Adam