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Charter Oak Capital Management, LLC: BND position timeline

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

Charter Oak Capital Management, LLC held 97,370 BND 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 97,370 shares
    Change vs previous 13F -11,209 shares

    0.56% of the 13F portfolio, value $7,170,336.

    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 108,579 shares
    Change vs previous 13F -18,306 shares

    0.61% of the 13F portfolio, value $8,042,460.

    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 126,885 shares
    Change vs previous 13F +421 shares

    0.74% of the 13F portfolio, value $9,436,461.

    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 126,464 shares
    Change vs previous 13F -6,854 shares

    0.79% of the 13F portfolio, value $9,311,539.

    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 133,318 shares
    Change vs previous 13F +1,625 shares

    0.9% of the 13F portfolio, value $9,792,183.

    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 131,693 shares
    Change vs previous 13F -2,780 shares

    0.88% of the 13F portfolio, value $9,470,056.

    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 134,473 shares
    Change vs previous 13F -6,800 shares

    0.94% of the 13F portfolio, value $10,100,271.

    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 141,273 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $10,178,706.

    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).