Skip to content
Disclosery

Charter Oak Capital Management, LLC: AAPL position timeline

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

Charter Oak Capital Management, LLC held 76,872 AAPL shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 76,872 shares
    Change vs previous 13F -1,595 shares

    1.51% of the 13F portfolio, value $19,509,425.

    13F-HR 0001810720-26-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 78,467 shares
    Change vs previous 13F +816 shares

    1.63% of the 13F portfolio, value $21,332,093.

    13F-HR 0001810720-26-000002 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 77,651 shares
    Change vs previous 13F +1,245 shares

    1.55% of the 13F portfolio, value $19,772,342.

    13F-HR 0001810720-25-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 76,406 shares
    Change vs previous 13F -284 shares

    1.32% of the 13F portfolio, value $15,676,195.

    13F-HR 0001667731-25-000777 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 76,690 shares
    Change vs previous 13F -2,809 shares

    1.56% of the 13F portfolio, value $17,035,068.

    13F-HR 0001667731-25-000416 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 79,499 shares
    Change vs previous 13F -1,606 shares

    1.85% of the 13F portfolio, value $19,908,264.

    13F-HR 0001667731-25-000083 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 81,105 shares
    Change vs previous 13F +3,139 shares

    1.77% of the 13F portfolio, value $18,897,526.

    13F-HR 0001810720-24-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 77,966 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $16,421,106.

    13F-HR 0001810720-24-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).