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Charter Oak Capital Management, LLC: ESGD position timeline

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

Charter Oak Capital Management, LLC held 23,875 ESGD 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 23,875 shares
    Change vs previous 13F -1,098 shares

    0.18% of the 13F portfolio, value $2,282,886.

    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 24,973 shares
    Change vs previous 13F -550 shares

    0.18% of the 13F portfolio, value $2,374,641.

    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 25,523 shares
    Change vs previous 13F -73 shares

    0.19% of the 13F portfolio, value $2,373,124.

    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 25,596 shares
    Change vs previous 13F -492 shares

    0.19% of the 13F portfolio, value $2,283,669.

    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 26,088 shares
    Change vs previous 13F -2,299 shares

    0.2% of the 13F portfolio, value $2,131,159.

    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 28,387 shares
    Change vs previous 13F -615 shares

    0.2% of the 13F portfolio, value $2,161,415.

    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 29,002 shares
    Change vs previous 13F +23 shares

    0.23% of the 13F portfolio, value $2,441,132.

    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 28,979 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,282,980.

    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).