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Charter Oak Capital Management, LLC: IGSB position timeline

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

Charter Oak Capital Management, LLC held 232,317 IGSB 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 232,317 shares
    Change vs previous 13F -10,674 shares

    0.95% of the 13F portfolio, value $12,210,565.

    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 242,991 shares
    Change vs previous 13F -19,206 shares

    0.98% of the 13F portfolio, value $12,849,372.

    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 262,197 shares
    Change vs previous 13F +8,692 shares

    1.09% of the 13F portfolio, value $13,904,311.

    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 253,505 shares
    Change vs previous 13F -1,085 shares

    1.13% of the 13F portfolio, value $13,374,900.

    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 254,590 shares
    Change vs previous 13F -4,692 shares

    1.22% of the 13F portfolio, value $13,332,866.

    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 259,282 shares
    Change vs previous 13F -5,788 shares

    1.25% of the 13F portfolio, value $13,404,880.

    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 265,070 shares
    Change vs previous 13F +10,840 shares

    1.3% of the 13F portfolio, value $13,958,569.

    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 254,230 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $13,026,734.

    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).