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Charter Oak Capital Management, LLC: FCOM position timeline

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

Charter Oak Capital Management, LLC held 5,037 FCOM 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 5,037 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $343,121.

    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 5,070 shares
    Change vs previous 13F -950 shares

    0.03% of the 13F portfolio, value $371,530.

    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 6,020 shares
    Change vs previous 13F -245 shares

    0.03% of the 13F portfolio, value $427,240.

    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 6,265 shares
    Change vs previous 13F -1,574 shares

    0.03% of the 13F portfolio, value $406,035.

    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 7,839 shares
    Change vs previous 13F -1,128 shares

    0.04% of the 13F portfolio, value $441,023.

    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 8,967 shares
    Change vs previous 13F -1,106 shares

    0.05% of the 13F portfolio, value $526,363.

    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 10,073 shares
    Change vs previous 13F +357 shares

    0.05% of the 13F portfolio, value $554,821.

    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 9,716 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $507,467.

    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).