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Charter Oak Capital Management, LLC: EAGG position timeline

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

Charter Oak Capital Management, LLC held 69,821 EAGG 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 69,821 shares
    Change vs previous 13F -4,745 shares

    0.26% of the 13F portfolio, value $3,319,966.

    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 74,566 shares
    Change vs previous 13F +3,190 shares

    0.27% of the 13F portfolio, value $3,567,999.

    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 71,376 shares
    Change vs previous 13F +3,759 shares

    0.27% of the 13F portfolio, value $3,428,210.

    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 67,617 shares
    Change vs previous 13F +383 shares

    0.27% of the 13F portfolio, value $3,214,522.

    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 67,234 shares
    Change vs previous 13F +1,495 shares

    0.29% of the 13F portfolio, value $3,192,285.

    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 65,739 shares
    Change vs previous 13F +13,960 shares

    0.28% of the 13F portfolio, value $3,052,931.

    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 51,779 shares
    Change vs previous 13F +12,001 shares

    0.24% of the 13F portfolio, value $2,515,965.

    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 39,778 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,854,037.

    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).