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Charter Oak Capital Management, LLC: ISTB position timeline

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

Charter Oak Capital Management, LLC held 25,797 ISTB 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 25,797 shares
    Change vs previous 13F -5,070 shares

    0.1% of the 13F portfolio, value $1,250,138.

    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 30,867 shares
    Change vs previous 13F -6,398 shares

    0.11% of the 13F portfolio, value $1,504,769.

    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 37,265 shares
    Change vs previous 13F +65 shares

    0.14% of the 13F portfolio, value $1,820,018.

    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 37,200 shares
    Change vs previous 13F +58 shares

    0.15% of the 13F portfolio, value $1,809,770.

    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 37,142 shares
    Change vs previous 13F -2,822 shares

    0.16% of the 13F portfolio, value $1,795,834.

    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 39,964 shares
    Change vs previous 13F -1,715 shares

    0.18% of the 13F portfolio, value $1,909,099.

    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 41,679 shares
    Change vs previous 13F +562 shares

    0.19% of the 13F portfolio, value $2,028,933.

    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 41,117 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,947,690.

    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).