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Disclosery

Charter Oak Capital Management, LLC: PNC position timeline

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

Charter Oak Capital Management, LLC held 10,114 PNC 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 10,114 shares
    Change vs previous 13F -495 shares

    0.16% of the 13F portfolio, value $2,104,623.

    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 10,609 shares
    Change vs previous 13F -551 shares

    0.17% of the 13F portfolio, value $2,214,417.

    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 11,160 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,242,379.

    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).