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Charter Oak Capital Management, LLC: ESGU position timeline

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

Charter Oak Capital Management, LLC held 11,108 ESGU 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 11,108 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,570,922.

    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 11,108 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $1,654,823.

    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 11,107 shares
    Change vs previous 13F -105 shares

    0.13% of the 13F portfolio, value $1,617,191.

    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 11,212 shares
    Change vs previous 13F -30 shares

    0.13% of the 13F portfolio, value $1,517,032.

    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 11,242 shares
    Change vs previous 13F +5 shares

    0.13% of the 13F portfolio, value $1,370,465.

    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 11,237 shares
    Change vs previous 13F -24 shares

    0.13% of the 13F portfolio, value $1,447,525.

    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 11,261 shares
    Change vs previous 13F +390 shares

    0.13% of the 13F portfolio, value $1,420,894.

    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 10,871 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,297,166.

    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).