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Disclosery

Charter Oak Advisors LP: SON position timeline

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

Charter Oak Advisors LP held 413,487 SON 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 413,487 shares
    Change vs previous 13F -23,800 shares

    13.51% of the 13F portfolio, value $23,299,992.

    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 437,287 shares
    Change vs previous 13F +56,610 shares

    14.34% of the 13F portfolio, value $23,652,854.

    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 380,677 shares
    Change vs previous 13F not available

    13.96% of the 13F portfolio, value $16,612,744.

    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).