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Charter Oak Capital Management, LLC: IVW position timeline

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

Charter Oak Capital Management, LLC held 66,443 IVW 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 66,443 shares
    Change vs previous 13F -1,016 shares

    0.58% of the 13F portfolio, value $7,515,383.

    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 67,459 shares
    Change vs previous 13F -2,399 shares

    0.63% of the 13F portfolio, value $8,314,985.

    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 69,858 shares
    Change vs previous 13F -2,720 shares

    0.66% of the 13F portfolio, value $8,433,248.

    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 72,578 shares
    Change vs previous 13F -41 shares

    0.68% of the 13F portfolio, value $7,990,889.

    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 72,619 shares
    Change vs previous 13F +694 shares

    0.62% of the 13F portfolio, value $6,741,261.

    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 71,925 shares
    Change vs previous 13F -1,523 shares

    0.68% of the 13F portfolio, value $7,302,574.

    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 73,448 shares
    Change vs previous 13F -803 shares

    0.66% of the 13F portfolio, value $7,032,634.

    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 74,251 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $6,871,224.

    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).