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Disclosery

Charter Oak Advisors LP: COO position timeline

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

Charter Oak Advisors LP held 177,131 COO 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 177,131 shares
    Change vs previous 13F -12,900 shares

    7.36% of the 13F portfolio, value $12,702,064.

    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).

  2. period ended2026-03-31
    13F 190,031 shares
    Change vs previous 13F +113,293 shares

    8.23% of the 13F portfolio, value $13,587,217.

    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 76,738 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $6,289,446.

    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).