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Charter Oak Capital Management, LLC: SHY position timeline

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

Charter Oak Capital Management, LLC held 8,443 SHY 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 8,443 shares
    Change vs previous 13F -9,087 shares

    0.05% of the 13F portfolio, value $697,169.

    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 17,530 shares
    Change vs previous 13F -10,369 shares

    0.11% of the 13F portfolio, value $1,451,866.

    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 27,899 shares
    Change vs previous 13F -786 shares

    0.18% of the 13F portfolio, value $2,314,516.

    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 28,685 shares
    Change vs previous 13F -1,727 shares

    0.2% of the 13F portfolio, value $2,376,860.

    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 30,412 shares
    Change vs previous 13F -623 shares

    0.23% of the 13F portfolio, value $2,516,010.

    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 31,035 shares
    Change vs previous 13F -519 shares

    0.24% of the 13F portfolio, value $2,544,273.

    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 31,554 shares
    Change vs previous 13F -985 shares

    0.25% of the 13F portfolio, value $2,623,686.

    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 32,539 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,656,833.

    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).