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Charter Oak Capital Management, LLC: NVDA position timeline

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

Charter Oak Capital Management, LLC held 10,427 NVDA 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 10,427 shares
    Change vs previous 13F -312 shares

    0.14% of the 13F portfolio, value $1,818,418.

    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 10,739 shares
    Change vs previous 13F +314 shares

    0.15% of the 13F portfolio, value $2,002,777.

    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 10,425 shares
    Change vs previous 13F +170 shares

    0.15% of the 13F portfolio, value $1,945,075.

    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 10,255 shares
    Change vs previous 13F +332 shares

    0.14% of the 13F portfolio, value $1,620,163.

    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 9,923 shares
    Change vs previous 13F +1,276 shares

    0.1% of the 13F portfolio, value $1,075,421.

    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 8,647 shares
    Change vs previous 13F -317 shares

    0.11% of the 13F portfolio, value $1,161,181.

    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 8,964 shares
    Change vs previous 13F +82 shares

    0.1% of the 13F portfolio, value $1,088,603.

    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 8,882 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,097,238.

    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).