Skip to content
Disclosery

Charter Oak Capital Management, LLC: MAR position timeline

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

Charter Oak Capital Management, LLC held 0 MAR shares at 2024-12-31 per its 13F-HR filed 2025-01-22.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,268 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 2,268 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $563,842.

    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).

  3. period ended2024-06-30
    13F 2,258 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $545,933.

    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).