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Charter Oak Capital Management, LLC: SPXL position timeline

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

Charter Oak Capital Management, LLC held 12,332 SPXL 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 12,332 shares
    Change vs previous 13F +31 shares

    0.18% of the 13F portfolio, value $2,280,019.

    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 12,301 shares
    Change vs previous 13F -26 shares

    0.21% of the 13F portfolio, value $2,713,727.

    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 12,327 shares
    Change vs previous 13F -134 shares

    0.2% of the 13F portfolio, value $2,612,149.

    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 12,461 shares
    Change vs previous 13F -266 shares

    0.18% of the 13F portfolio, value $2,162,344.

    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 12,727 shares
    Change vs previous 13F -611 shares

    0.16% of the 13F portfolio, value $1,786,762.

    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 13,338 shares
    Change vs previous 13F -2,440 shares

    0.21% of the 13F portfolio, value $2,250,106.

    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 15,778 shares
    Change vs previous 13F +5,545 shares

    0.24% of the 13F portfolio, value $2,586,876.

    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 10,233 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,494,772.

    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).