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Charter Oak Capital Management, LLC: SUSB position timeline

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

Charter Oak Capital Management, LLC held 138,119 SUSB 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 138,119 shares
    Change vs previous 13F -6,285 shares

    0.27% of the 13F portfolio, value $3,461,962.

    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 144,404 shares
    Change vs previous 13F +2,739 shares

    0.28% of the 13F portfolio, value $3,644,768.

    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 141,665 shares
    Change vs previous 13F +8,305 shares

    0.28% of the 13F portfolio, value $3,585,533.

    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 133,360 shares
    Change vs previous 13F +3,695 shares

    0.28% of the 13F portfolio, value $3,356,684.

    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 129,665 shares
    Change vs previous 13F +6,199 shares

    0.3% of the 13F portfolio, value $3,240,326.

    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 123,466 shares
    Change vs previous 13F +2,696 shares

    0.28% of the 13F portfolio, value $3,049,613.

    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 120,770 shares
    Change vs previous 13F +13,033 shares

    0.28% of the 13F portfolio, value $3,038,572.

    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 107,737 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,638,485.

    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).