Skip to content
Disclosery

Charter Oak Capital Management, LLC: IVV position timeline

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

Charter Oak Capital Management, LLC held 485,265 IVV 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 485,265 shares
    Change vs previous 13F -7,701 shares

    24.58% of the 13F portfolio, value $316,979,722.

    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 492,966 shares
    Change vs previous 13F -14,393 shares

    25.75% of the 13F portfolio, value $337,652,206.

    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 507,359 shares
    Change vs previous 13F -17,049 shares

    26.65% of the 13F portfolio, value $339,575,683.

    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 524,408 shares
    Change vs previous 13F +3,375 shares

    27.5% of the 13F portfolio, value $325,605,142.

    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 521,033 shares
    Change vs previous 13F +7,211 shares

    26.87% of the 13F portfolio, value $292,768,410.

    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 513,822 shares
    Change vs previous 13F -4,299 shares

    28.16% of the 13F portfolio, value $302,476,816.

    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 518,121 shares
    Change vs previous 13F +13,946 shares

    27.92% of the 13F portfolio, value $298,862,570.

    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 504,175 shares
    Change vs previous 13F not available

    28.79% of the 13F portfolio, value $275,899,650.

    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).