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Charter Oak Capital Management, LLC: VEU position timeline

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

Charter Oak Capital Management, LLC held 474,940 VEU 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 474,940 shares
    Change vs previous 13F -38,282 shares

    2.77% of the 13F portfolio, value $35,667,978.

    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 513,222 shares
    Change vs previous 13F -23,947 shares

    2.88% of the 13F portfolio, value $37,752,608.

    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 537,169 shares
    Change vs previous 13F -10,427 shares

    3.01% of the 13F portfolio, value $38,337,750.

    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 547,596 shares
    Change vs previous 13F -36,057 shares

    3.11% of the 13F portfolio, value $36,809,382.

    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 583,653 shares
    Change vs previous 13F -32,249 shares

    3.25% of the 13F portfolio, value $35,404,378.

    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 615,902 shares
    Change vs previous 13F -24,649 shares

    3.29% of the 13F portfolio, value $35,358,949.

    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 640,551 shares
    Change vs previous 13F -12,737 shares

    3.77% of the 13F portfolio, value $40,354,685.

    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 653,288 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $38,308,828.

    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).