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Charter Oak Capital Management, LLC: BNDW position timeline

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

Charter Oak Capital Management, LLC held 3,107 BNDW 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 3,107 shares
    Change vs previous 13F -663 shares

    0.02% of the 13F portfolio, value $212,369.

    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 3,770 shares
    Change vs previous 13F -776 shares

    0.02% of the 13F portfolio, value $259,118.

    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 4,546 shares
    Change vs previous 13F -104 shares

    0.02% of the 13F portfolio, value $316,682.

    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 4,650 shares
    Change vs previous 13F -241 shares

    0.03% of the 13F portfolio, value $322,380.

    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 4,891 shares
    Change vs previous 13F -1,076 shares

    0.03% of the 13F portfolio, value $336,550.

    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 5,967 shares
    Change vs previous 13F -476 shares

    0.04% of the 13F portfolio, value $406,875.

    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 6,443 shares
    Change vs previous 13F -874 shares

    0.04% of the 13F portfolio, value $454,968.

    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 7,317 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $497,533.

    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).