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Charter Oak Capital Management, LLC: HYS position timeline

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

Charter Oak Capital Management, LLC held 5,245 HYS 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 5,245 shares
    Change vs previous 13F -249 shares

    0.04% of the 13F portfolio, value $489,246.

    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 5,494 shares
    Change vs previous 13F -1,210 shares

    0.04% of the 13F portfolio, value $520,949.

    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 6,704 shares
    Change vs previous 13F -5 shares

    0.05% of the 13F portfolio, value $641,469.

    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 6,709 shares
    Change vs previous 13F -1,148 shares

    0.05% of the 13F portfolio, value $637,443.

    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 7,857 shares
    Change vs previous 13F +307 shares

    0.07% of the 13F portfolio, value $735,893.

    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 7,550 shares
    Change vs previous 13F -133 shares

    0.07% of the 13F portfolio, value $707,317.

    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 7,683 shares
    Change vs previous 13F +180 shares

    0.07% of the 13F portfolio, value $733,743.

    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 7,503 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $695,509.

    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).