Charter Oak Capital Management, LLC: ABT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charter Oak Capital Management, LLC on ABT, newest first. How the timeline and the estimate are built.
Charter Oak Capital Management, LLC held 3,807 ABT shares at 2026-03-31 per its 13F-HR filed 2026-04-24.
the latest 13F is the newest step
- period ended2026-03-3113F 3,807 sharesChange vs previous 13F -268 shares
0.03% of the 13F portfolio, value $390,906.
13F-HR 0001810720-26-000004 filed by Charter Oak Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,075 sharesChange vs previous 13F +26 shares
0.04% of the 13F portfolio, value $510,618.
13F-HR 0001810720-26-000002 filed by Charter Oak Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,049 sharesChange vs previous 13F -139 shares
0.04% of the 13F portfolio, value $542,382.
13F-HR 0001810720-25-000003 filed by Charter Oak Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,188 sharesChange vs previous 13F +293 shares
0.05% of the 13F portfolio, value $569,544.
13F-HR 0001667731-25-000777 filed by Charter Oak Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,895 sharesChange vs previous 13F +56 shares
0.05% of the 13F portfolio, value $516,619.
13F-HR 0001667731-25-000416 filed by Charter Oak Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,839 sharesChange vs previous 13F +10 shares
0.04% of the 13F portfolio, value $434,205.
13F-HR 0001667731-25-000083 filed by Charter Oak Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,829 sharesChange vs previous 13F +439 shares
0.04% of the 13F portfolio, value $436,516.
13F-HR 0001810720-24-000004 filed by Charter Oak Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 3,390 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $352,265.
13F-HR 0001810720-24-000003 filed by Charter Oak Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).