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Charter Oak Advisors LP: MOD position timeline

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

Charter Oak Advisors LP held 121,642 MOD 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 121,642 shares
    Change vs previous 13F -8,000 shares

    18.83% of the 13F portfolio, value $32,480,847.

    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 129,642 shares
    Change vs previous 13F +115,026 shares

    17.03% of the 13F portfolio, value $28,094,718.

    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 14,616 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $1,951,382.

    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 14,616 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $2,077,811.

    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 14,616 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $1,439,676.

    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 14,616 shares
    Change vs previous 13F -38,395 shares

    0.8% of the 13F portfolio, value $1,121,778.

    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 53,011 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $6,145,565.

    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).