# INVESTMENT MANAGERS SER TR I (CHGXXXXX)

> Institutional ownership reported to the SEC as of Q1 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CHGXXXXX/

- Reporting holders: 1
- Reported value: $3.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Strategic Financial Planning, Inc.](https://holderbook.com/funds/1802277-strategic-financial-planning-inc/) | $3.3M | 68,186 | 1.9% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2026 | 1 | $3.3M |
| Q4 2025 | 1 | $4.8M |
| Q3 2025 | 1 | $4.9M |
| Q2 2025 | 1 | $4.7M |
| Q1 2025 | 31 | $45.4M |
| Q4 2024 | 36 | $50.5M |
| Q3 2024 | 33 | $49.8M |
| Q2 2024 | 33 | $42.9M |
| Q1 2024 | 40 | $43.2M |
| Q4 2023 | 38 | $49.0M |
| Q3 2023 | 36 | $49.1M |
| Q2 2023 | 38 | $38.1M |