Skip to content
Disclosery

Charter Oak Capital Management, LLC: IHI position timeline

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

Charter Oak Capital Management, LLC held 48,284 IHI 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 48,284 shares
    Change vs previous 13F -579 shares

    0.2% of the 13F portfolio, value $2,575,976.

    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 48,863 shares
    Change vs previous 13F -5,208 shares

    0.23% of the 13F portfolio, value $3,036,853.

    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 54,071 shares
    Change vs previous 13F -3,960 shares

    0.25% of the 13F portfolio, value $3,248,604.

    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 58,031 shares
    Change vs previous 13F -1,646 shares

    0.31% of the 13F portfolio, value $3,635,040.

    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 59,677 shares
    Change vs previous 13F -2,010 shares

    0.33% of the 13F portfolio, value $3,591,936.

    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 61,687 shares
    Change vs previous 13F -4,826 shares

    0.34% of the 13F portfolio, value $3,599,451.

    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 66,513 shares
    Change vs previous 13F -3,053 shares

    0.37% of the 13F portfolio, value $3,938,915.

    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 69,566 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,898,498.

    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).