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Charter Oak Capital Management, LLC: SUSC position timeline

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

Charter Oak Capital Management, LLC held 70,981 SUSC 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 70,981 shares
    Change vs previous 13F -2,262 shares

    0.13% of the 13F portfolio, value $1,642,334.

    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 73,243 shares
    Change vs previous 13F -6,878 shares

    0.13% of the 13F portfolio, value $1,712,755.

    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 80,121 shares
    Change vs previous 13F +7,817 shares

    0.15% of the 13F portfolio, value $1,887,650.

    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 72,304 shares
    Change vs previous 13F -4,354 shares

    0.14% of the 13F portfolio, value $1,679,614.

    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 76,658 shares
    Change vs previous 13F +1,241 shares

    0.16% of the 13F portfolio, value $1,767,740.

    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 75,417 shares
    Change vs previous 13F +2,615 shares

    0.16% of the 13F portfolio, value $1,713,467.

    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 72,802 shares
    Change vs previous 13F +2,308 shares

    0.16% of the 13F portfolio, value $1,731,970.

    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 70,494 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,601,624.

    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).