COSTA MESA, CA
CHARLIE'S HOLDINGS, INC.CHUC— Latest position per institution from SEC 13F filings
15
Institutional holders
3.95K
Total shares held
684.00
Estimated value
988.00
Avg. position size
MFA WEALTH ADVISORS, LLC
CIK 1688184
Shares
1.91K
Value
141.00
Filed
Sep 30, 2024
ORG PARTNERS LLC
CIK 1979372
Shares
923.00
Value
280.00
Filed
Dec 31, 2025
ASCENTIS WEALTH MANAGEMENT, LLC
CIK 2032602
Shares
923.00
Value
263.00
Filed
Mar 31, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV
CIK 749044
Shares
200.00
Value
0.00
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MFA WEALTH ADVISORS, LLC | 1688184 | 1.91K | 141.00 | Sep 30, 2024 |
| 2 | ORG PARTNERS LLC | 1979372 | 923.00 | 280.00 | Dec 31, 2025 |
| 3 | ASCENTIS WEALTH MANAGEMENT, LLC | 2032602 | 923.00 | 263.00 | Mar 31, 2026 |
| 4 | RESOURCES MANAGEMENT CORP /CT/ /ADV | 749044 | 200.00 | 0.00 | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.