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Charter Oak Capital Management, LLC: IYW position timeline

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

Charter Oak Capital Management, LLC held 7,997 IYW 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 7,997 shares
    Change vs previous 13F +8 shares

    0.11% of the 13F portfolio, value $1,450,758.

    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 7,989 shares
    Change vs previous 13F -1,054 shares

    0.12% of the 13F portfolio, value $1,595,180.

    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 9,043 shares
    Change vs previous 13F -241 shares

    0.14% of the 13F portfolio, value $1,771,099.

    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 9,284 shares
    Change vs previous 13F -51 shares

    0.14% of the 13F portfolio, value $1,608,583.

    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 9,335 shares
    Change vs previous 13F -494 shares

    0.12% of the 13F portfolio, value $1,310,963.

    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 9,829 shares
    Change vs previous 13F -68 shares

    0.15% of the 13F portfolio, value $1,567,871.

    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 9,897 shares
    Change vs previous 13F -73 shares

    0.14% of the 13F portfolio, value $1,500,535.

    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 9,970 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,500,437.

    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).