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Charter Oak Capital Management, LLC: FDIS position timeline

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

Charter Oak Capital Management, LLC held 4,621 FDIS 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 4,621 shares
    Change vs previous 13F -1,500 shares

    0.03% of the 13F portfolio, value $430,912.

    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 6,121 shares
    Change vs previous 13F -694 shares

    0.05% of the 13F portfolio, value $625,275.

    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 6,815 shares
    Change vs previous 13F -76 shares

    0.06% of the 13F portfolio, value $701,012.

    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 6,891 shares
    Change vs previous 13F -709 shares

    0.05% of the 13F portfolio, value $648,194.

    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 7,600 shares
    Change vs previous 13F -255 shares

    0.06% of the 13F portfolio, value $642,238.

    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 7,855 shares
    Change vs previous 13F -238 shares

    0.07% of the 13F portfolio, value $765,504.

    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 8,093 shares
    Change vs previous 13F +286 shares

    0.07% of the 13F portfolio, value $715,705.

    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 7,807 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $632,408.

    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).