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Charter Oak Capital Management, LLC: ESGV position timeline

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

Charter Oak Capital Management, LLC held 52,582 ESGV 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 52,582 shares
    Change vs previous 13F -395 shares

    0.46% of the 13F portfolio, value $5,903,418.

    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 52,977 shares
    Change vs previous 13F -2,280 shares

    0.49% of the 13F portfolio, value $6,408,076.

    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 55,257 shares
    Change vs previous 13F +864 shares

    0.51% of the 13F portfolio, value $6,544,697.

    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 54,393 shares
    Change vs previous 13F +912 shares

    0.5% of the 13F portfolio, value $5,963,672.

    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 53,481 shares
    Change vs previous 13F -1,376 shares

    0.48% of the 13F portfolio, value $5,238,455.

    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 54,857 shares
    Change vs previous 13F -208 shares

    0.54% of the 13F portfolio, value $5,753,992.

    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 55,065 shares
    Change vs previous 13F -555 shares

    0.52% of the 13F portfolio, value $5,597,332.

    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 55,620 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,373,967.

    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).