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Charter Oak Capital Management, LLC: IXN position timeline

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

Charter Oak Capital Management, LLC held 40,770 IXN 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 40,770 shares
    Change vs previous 13F +559 shares

    0.32% of the 13F portfolio, value $4,075,805.

    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 40,211 shares
    Change vs previous 13F +47 shares

    0.32% of the 13F portfolio, value $4,222,207.

    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 40,164 shares
    Change vs previous 13F +185 shares

    0.33% of the 13F portfolio, value $4,145,355.

    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 39,979 shares
    Change vs previous 13F -1,852 shares

    0.31% of the 13F portfolio, value $3,691,635.

    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 41,831 shares
    Change vs previous 13F +841 shares

    0.29% of the 13F portfolio, value $3,168,248.

    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 40,990 shares
    Change vs previous 13F +439 shares

    0.32% of the 13F portfolio, value $3,473,863.

    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 40,551 shares
    Change vs previous 13F +2,110 shares

    0.31% of the 13F portfolio, value $3,346,711.

    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 38,441 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,183,720.

    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).