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Charter Oak Capital Management, LLC: IVE position timeline

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

Charter Oak Capital Management, LLC held 23,916 IVE 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 23,916 shares
    Change vs previous 13F -1,790 shares

    0.39% of the 13F portfolio, value $5,049,810.

    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 25,706 shares
    Change vs previous 13F +256 shares

    0.42% of the 13F portfolio, value $5,451,494.

    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 25,450 shares
    Change vs previous 13F -1,617 shares

    0.41% of the 13F portfolio, value $5,255,734.

    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 27,067 shares
    Change vs previous 13F -677 shares

    0.45% of the 13F portfolio, value $5,289,524.

    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 27,744 shares
    Change vs previous 13F +2,248 shares

    0.49% of the 13F portfolio, value $5,287,357.

    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 25,496 shares
    Change vs previous 13F -679 shares

    0.45% of the 13F portfolio, value $4,866,604.

    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 26,175 shares
    Change vs previous 13F +1,376 shares

    0.48% of the 13F portfolio, value $5,160,907.

    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 24,799 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,513,727.

    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).