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Charter Oak Capital Management, LLC: IGIB position timeline

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

Charter Oak Capital Management, LLC held 1,599,851 IGIB 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 1,599,851 shares
    Change vs previous 13F +71,895 shares

    6.6% of the 13F portfolio, value $85,144,068.

    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 1,527,956 shares
    Change vs previous 13F +100,214 shares

    6.28% of the 13F portfolio, value $82,326,255.

    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 1,427,742 shares
    Change vs previous 13F +143,045 shares

    6.06% of the 13F portfolio, value $77,226,574.

    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 1,284,697 shares
    Change vs previous 13F +103,737 shares

    5.78% of the 13F portfolio, value $68,461,501.

    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 1,180,960 shares
    Change vs previous 13F +119,627 shares

    5.69% of the 13F portfolio, value $62,024,044.

    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 1,061,333 shares
    Change vs previous 13F +199,795 shares

    5.09% of the 13F portfolio, value $54,669,282.

    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 861,538 shares
    Change vs previous 13F +255,313 shares

    4.32% of the 13F portfolio, value $46,281,822.

    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 606,225 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $31,075,098.

    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).