Koesten, Hirschmann & Crabtree, INC. CHPT CHARGEPOINT HOLDINGS INC

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  12 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported CHARGEPOINT HOLDINGS INC (CHPT) in 12 quarterly 13F filings from 2023 Q4 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 Koesten, Hirschmann & Crabtree, INC.'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 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Koesten, Hirschmann & Crabtree, INC. held CHPT — position size vs. price
% of Fund (quarterly)    CHPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 95.2% -36.5% 15 -296 -95.2% 0.00% $164 2025-11-05 $10.20
2025 Q2 UNCHANGED 311 0% 0.00% $219 2025-08-15 $11.92
2025 Q1 UNCHANGED 311 0% 0.00% $189 2025-04-23 $12.26
2024 Q4 UNCHANGED 311 0% 0.00% $333 2025-02-14 $16.30
2024 Q3 UNCHANGED 311 0% 0.00% $427 2024-11-04 $26.60
2024 Q2 UNCHANGED 311 0% 0.00% $591 2024-09-09 $25.60
2024 Q1 UNCHANGED 311 0% 0.00% $591 2024-05-22 $36.00
2023 Q4 UNCHANGED 311 0% 0.00% $728 2024-02-14 $46.40
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Koesten, Hirschmann & Crabtree, INC. and CHPT

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

How long has Koesten, Hirschmann & Crabtree, INC. reported owning CHPT?

Koesten, Hirschmann & Crabtree, INC. reported CHPT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CHPT position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for CHPT was 0.00% in 2023 Q4.

What is the latest reported CHPT position on this page?

The most recent filing on this page is 2025 Q3, when Koesten, Hirschmann & Crabtree, INC. reported 15 shares, equal to 0.00% of portfolio, with an estimated market value of $164.

What does the chart on this CHPT ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'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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