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Disclosery

Charter Oak Advisors LP: VVV position timeline

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

Charter Oak Advisors LP held 46,171 VVV 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 46,171 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $1,825,601.

    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 46,171 shares
    Change vs previous 13F -71,000 shares

    0.94% of the 13F portfolio, value $1,555,039.

    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 117,171 shares
    Change vs previous 13F 0 shares

    2.86% of the 13F portfolio, value $3,404,989.

    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 117,171 shares
    Change vs previous 13F 0 shares

    2.35% of the 13F portfolio, value $4,207,611.

    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 117,171 shares
    Change vs previous 13F 0 shares

    2.73% of the 13F portfolio, value $4,437,266.

    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 117,171 shares
    Change vs previous 13F -206,287 shares

    2.91% of the 13F portfolio, value $4,078,723.

    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 323,458 shares
    Change vs previous 13F not available

    7.49% of the 13F portfolio, value $11,702,710.

    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).