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Charter Oak Capital Management, LLC: SMMD position timeline

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

Charter Oak Capital Management, LLC held 13,183 SMMD 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 13,183 shares
    Change vs previous 13F -533 shares

    0.08% of the 13F portfolio, value $1,006,523.

    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 13,716 shares
    Change vs previous 13F -484 shares

    0.08% of the 13F portfolio, value $1,027,878.

    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 14,200 shares
    Change vs previous 13F -1,078 shares

    0.08% of the 13F portfolio, value $1,046,966.

    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 15,278 shares
    Change vs previous 13F -878 shares

    0.09% of the 13F portfolio, value $1,035,543.

    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 16,156 shares
    Change vs previous 13F -1,986 shares

    0.09% of the 13F portfolio, value $1,010,413.

    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 18,142 shares
    Change vs previous 13F -882 shares

    0.11% of the 13F portfolio, value $1,233,675.

    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 19,024 shares
    Change vs previous 13F -966 shares

    0.12% of the 13F portfolio, value $1,288,514.

    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 19,990 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,251,374.

    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).