CHPT β€” CHARGEPOINT HOLDINGS INC

Ownership history in Ameritas Advisory Services, LLC  Β·  3 quarters on record

AI Ownership Summary

Ameritas Advisory Services, LLC reported CHARGEPOINT HOLDINGS INC (CHPT) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows CHPT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CHPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ameritas Advisory Services, LLC's position in CHARGEPOINT HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CHPT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ameritas Advisory Services, LLC held CHPT β€” position size vs. price
% of Fund (quarterly)    CHPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 60 -1,940 -97.0% 0.00% $655 2025-11-06 $9.80
2025 Q2 REDUCED 2,000 -1,761 -46.8% 0.00% $1K 2025-07-21 $12.44
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Ameritas Advisory Services, LLC and CHPT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ameritas Advisory Services, LLC reported owning CHPT?

Ameritas Advisory Services, LLC reported CHPT across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported CHPT position in Ameritas Advisory Services, LLC's portfolio?

The largest reported portfolio weight for CHPT was 0.00% in 2025 Q2.

What is the latest reported CHPT position on this page?

The most recent filing on this page is 2025 Q3, when Ameritas Advisory Services, LLC reported 60 shares, equal to 0.00% of portfolio, with an estimated market value of $655.

What does the chart on this CHPT ownership page compare?

The chart compares Ameritas Advisory Services, LLC's quarterly CHPT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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