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Charter Oak Capital Management, LLC: SUSA position timeline

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

Charter Oak Capital Management, LLC held 76,374 SUSA 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 76,374 shares
    Change vs previous 13F +4,378 shares

    0.78% of the 13F portfolio, value $10,089,022.

    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 71,996 shares
    Change vs previous 13F -1,929 shares

    0.77% of the 13F portfolio, value $10,032,344.

    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 73,925 shares
    Change vs previous 13F -1,781 shares

    0.79% of the 13F portfolio, value $10,027,885.

    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 75,706 shares
    Change vs previous 13F -684 shares

    0.81% of the 13F portfolio, value $9,595,729.

    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 76,390 shares
    Change vs previous 13F +928 shares

    0.81% of the 13F portfolio, value $8,774,959.

    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 75,462 shares
    Change vs previous 13F -3,090 shares

    0.85% of the 13F portfolio, value $9,175,366.

    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 78,552 shares
    Change vs previous 13F +637 shares

    0.88% of the 13F portfolio, value $9,455,297.

    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 77,915 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $8,755,273.

    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).