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Disclosery

Charter Oak Capital Management, LLC: V position timeline

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

Charter Oak Capital Management, LLC held 2,610 V 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 2,610 shares
    Change vs previous 13F -74 shares

    0.06% of the 13F portfolio, value $788,802.

    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 2,684 shares
    Change vs previous 13F -47 shares

    0.07% of the 13F portfolio, value $941,400.

    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 2,731 shares
    Change vs previous 13F -116 shares

    0.07% of the 13F portfolio, value $932,275.

    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 2,847 shares
    Change vs previous 13F +742 shares

    0.09% of the 13F portfolio, value $1,010,682.

    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 2,105 shares
    Change vs previous 13F +212 shares

    0.07% of the 13F portfolio, value $737,820.

    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 1,893 shares
    Change vs previous 13F +66 shares

    0.06% of the 13F portfolio, value $598,286.

    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 1,827 shares
    Change vs previous 13F +614 shares

    0.05% of the 13F portfolio, value $502,258.

    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 1,213 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $318,352.

    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).