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Charter Oak Capital Management, LLC: BRK-B position timeline

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

Charter Oak Capital Management, LLC held 3,967 BRK-B 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 3,967 shares
    Change vs previous 13F -4 shares

    0.15% of the 13F portfolio, value $1,901,191.

    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 3,971 shares
    Change vs previous 13F -208 shares

    0.15% of the 13F portfolio, value $1,996,263.

    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 4,179 shares
    Change vs previous 13F +45 shares

    0.16% of the 13F portfolio, value $2,101,190.

    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 4,134 shares
    Change vs previous 13F +287 shares

    0.17% of the 13F portfolio, value $2,008,405.

    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 3,847 shares
    Change vs previous 13F +1,603 shares

    0.19% of the 13F portfolio, value $2,049,089.

    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 2,244 shares
    Change vs previous 13F +36 shares

    0.09% of the 13F portfolio, value $1,017,269.

    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 2,208 shares
    Change vs previous 13F +16 shares

    0.09% of the 13F portfolio, value $1,016,364.

    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 2,192 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $891,803.

    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).