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Charter Oak Capital Management, LLC: ACWX position timeline

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

Charter Oak Capital Management, LLC held 130,501 ACWX 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 130,501 shares
    Change vs previous 13F -4,550 shares

    0.69% of the 13F portfolio, value $8,935,397.

    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 135,051 shares
    Change vs previous 13F -3,109 shares

    0.69% of the 13F portfolio, value $9,065,967.

    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 138,160 shares
    Change vs previous 13F -2,371 shares

    0.7% of the 13F portfolio, value $8,981,774.

    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 140,531 shares
    Change vs previous 13F -7,650 shares

    0.72% of the 13F portfolio, value $8,563,952.

    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 148,181 shares
    Change vs previous 13F -2,827 shares

    0.75% of the 13F portfolio, value $8,216,664.

    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 151,008 shares
    Change vs previous 13F -2,108 shares

    0.73% of the 13F portfolio, value $7,876,603.

    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 153,116 shares
    Change vs previous 13F -316 shares

    0.82% of the 13F portfolio, value $8,761,270.

    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 153,432 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,151,869.

    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).