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Charter Oak Capital Management, LLC: FHLC position timeline

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

Charter Oak Capital Management, LLC held 14,577 FHLC 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 14,577 shares
    Change vs previous 13F -1,971 shares

    0.08% of the 13F portfolio, value $1,025,638.

    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 16,548 shares
    Change vs previous 13F -412 shares

    0.09% of the 13F portfolio, value $1,229,186.

    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 16,960 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $1,134,116.

    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 16,949 shares
    Change vs previous 13F +686 shares

    0.09% of the 13F portfolio, value $1,083,892.

    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 16,263 shares
    Change vs previous 13F -750 shares

    0.1% of the 13F portfolio, value $1,111,091.

    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 17,013 shares
    Change vs previous 13F -1,571 shares

    0.1% of the 13F portfolio, value $1,111,803.

    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 18,584 shares
    Change vs previous 13F -899 shares

    0.13% of the 13F portfolio, value $1,352,919.

    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 19,483 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,336,537.

    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).