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Charter Oak Capital Management, LLC: IUSV position timeline

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

Charter Oak Capital Management, LLC held 93,569 IUSV 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 93,569 shares
    Change vs previous 13F +3,654 shares

    0.74% of the 13F portfolio, value $9,567,410.

    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 89,915 shares
    Change vs previous 13F +1,755 shares

    0.7% of the 13F portfolio, value $9,219,911.

    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 88,160 shares
    Change vs previous 13F -496 shares

    0.69% of the 13F portfolio, value $8,811,610.

    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 88,656 shares
    Change vs previous 13F +4,213 shares

    0.71% of the 13F portfolio, value $8,389,514.

    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 84,443 shares
    Change vs previous 13F +4,069 shares

    0.72% of the 13F portfolio, value $7,793,270.

    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 80,374 shares
    Change vs previous 13F +727 shares

    0.69% of the 13F portfolio, value $7,441,805.

    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 79,647 shares
    Change vs previous 13F +6,242 shares

    0.71% of the 13F portfolio, value $7,605,464.

    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 73,405 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,469,213.

    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).