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Disclosery

Charter Oak Advisors LP: CLH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charter Oak Advisors LP on CLH, newest first. How the timeline and the estimate are built.

Charter Oak Advisors LP held 0 CLH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -63,214 shares

    13F-HR 0001420506-26-001577 filed by Charter Oak Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 63,214 shares
    Change vs previous 13F +2,528 shares

    10.99% of the 13F portfolio, value $18,125,350.

    13F-HR 0001420506-26-000997 filed by Charter Oak Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 60,686 shares
    Change vs previous 13F -3,900 shares

    11.96% of the 13F portfolio, value $14,229,653.

    13F-HR 0001420506-26-000356 filed by Charter Oak Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 64,586 shares
    Change vs previous 13F 0 shares

    8.39% of the 13F portfolio, value $14,998,161.

    13F-HR 0001420506-25-003177 filed by Charter Oak Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,586 shares
    Change vs previous 13F 0 shares

    9.18% of the 13F portfolio, value $14,930,992.

    13F-HR 0001420506-25-001900 filed by Charter Oak Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 64,586 shares
    Change vs previous 13F -1,773 shares

    9.08% of the 13F portfolio, value $12,729,901.

    13F-HR 0001420506-25-001030 filed by Charter Oak Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 66,359 shares
    Change vs previous 13F not available

    9.77% of the 13F portfolio, value $15,271,860.

    13F-HR 0001420506-25-000403 filed by Charter Oak Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).