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Disclosery

Charter Oak Capital Management, LLC: DSI position timeline

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

Charter Oak Capital Management, LLC held 15,555 DSI 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 15,555 shares
    Change vs previous 13F -90 shares

    0.15% of the 13F portfolio, value $1,885,062.

    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 15,645 shares
    Change vs previous 13F -717 shares

    0.15% of the 13F portfolio, value $2,015,488.

    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 16,362 shares
    Change vs previous 13F -98 shares

    0.16% of the 13F portfolio, value $2,060,736.

    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 16,460 shares
    Change vs previous 13F -97 shares

    0.16% of the 13F portfolio, value $1,911,951.

    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 16,557 shares
    Change vs previous 13F -114 shares

    0.16% of the 13F portfolio, value $1,695,552.

    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 16,671 shares
    Change vs previous 13F -78 shares

    0.17% of the 13F portfolio, value $1,838,004.

    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 16,749 shares
    Change vs previous 13F -191 shares

    0.17% of the 13F portfolio, value $1,822,116.

    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 16,940 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,759,177.

    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).