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Charter Oak Capital Management, LLC: NUBD position timeline

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

Charter Oak Capital Management, LLC held 271,726 NUBD 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 271,726 shares
    Change vs previous 13F +1,379 shares

    0.47% of the 13F portfolio, value $6,035,034.

    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 270,347 shares
    Change vs previous 13F +28,008 shares

    0.46% of the 13F portfolio, value $6,043,607.

    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 242,339 shares
    Change vs previous 13F -353 shares

    0.43% of the 13F portfolio, value $5,441,718.

    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 242,692 shares
    Change vs previous 13F -3,668 shares

    0.46% of the 13F portfolio, value $5,402,321.

    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 246,360 shares
    Change vs previous 13F -9,995 shares

    0.5% of the 13F portfolio, value $5,465,496.

    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 256,355 shares
    Change vs previous 13F -915 shares

    0.52% of the 13F portfolio, value $5,583,410.

    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 257,270 shares
    Change vs previous 13F -6,263 shares

    0.55% of the 13F portfolio, value $5,840,032.

    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 263,533 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,750,298.

    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).