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Charter Oak Capital Management, LLC: IEFA position timeline

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

Charter Oak Capital Management, LLC held 25,449 IEFA 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 25,449 shares
    Change vs previous 13F +3,489 shares

    0.18% of the 13F portfolio, value $2,303,902.

    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 21,960 shares
    Change vs previous 13F +3,049 shares

    0.15% of the 13F portfolio, value $1,964,498.

    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 18,911 shares
    Change vs previous 13F +1,368 shares

    0.13% of the 13F portfolio, value $1,651,111.

    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 17,543 shares
    Change vs previous 13F +1,456 shares

    0.12% of the 13F portfolio, value $1,464,481.

    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 16,087 shares
    Change vs previous 13F +1,431 shares

    0.11% of the 13F portfolio, value $1,216,993.

    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 14,656 shares
    Change vs previous 13F -1,978 shares

    0.1% of the 13F portfolio, value $1,030,014.

    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 16,634 shares
    Change vs previous 13F +668 shares

    0.12% of the 13F portfolio, value $1,298,289.

    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 15,966 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,159,805.

    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).