Skip to content
Disclosery

Charter Oak Capital Management, LLC: SLQD position timeline

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

Charter Oak Capital Management, LLC held 39,852 SLQD 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 39,852 shares
    Change vs previous 13F -18,031 shares

    0.16% of the 13F portfolio, value $2,012,120.

    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 57,883 shares
    Change vs previous 13F -24,387 shares

    0.22% of the 13F portfolio, value $2,934,669.

    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 82,270 shares
    Change vs previous 13F -176 shares

    0.33% of the 13F portfolio, value $4,181,764.

    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 82,446 shares
    Change vs previous 13F -7,615 shares

    0.35% of the 13F portfolio, value $4,170,938.

    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 90,061 shares
    Change vs previous 13F -7,970 shares

    0.42% of the 13F portfolio, value $4,528,263.

    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 98,031 shares
    Change vs previous 13F -4,472 shares

    0.45% of the 13F portfolio, value $4,876,041.

    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 102,503 shares
    Change vs previous 13F -2,700 shares

    0.48% of the 13F portfolio, value $5,169,214.

    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 105,203 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,181,233.

    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).