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Disclosery

Charter Oak Advisors LP: PNR position timeline

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

Charter Oak Advisors LP held 27,976 PNR 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 27,976 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $2,144,640.

    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 27,976 shares
    Change vs previous 13F -20,342 shares

    1.48% of the 13F portfolio, value $2,436,989.

    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 48,318 shares
    Change vs previous 13F 0 shares

    4.23% of the 13F portfolio, value $5,031,837.

    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 48,318 shares
    Change vs previous 13F 0 shares

    2.99% of the 13F portfolio, value $5,351,702.

    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 48,318 shares
    Change vs previous 13F 0 shares

    3.05% of the 13F portfolio, value $4,960,326.

    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 48,318 shares
    Change vs previous 13F -84,035 shares

    3.01% of the 13F portfolio, value $4,226,859.

    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 132,353 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $13,320,006.

    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).