Skip to content
Disclosery

Charter Oak Capital Management, LLC: VPL position timeline

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

Charter Oak Capital Management, LLC held 16,358 VPL 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 16,358 shares
    Change vs previous 13F -1,010 shares

    0.12% of the 13F portfolio, value $1,598,668.

    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 17,368 shares
    Change vs previous 13F -1,470 shares

    0.12% of the 13F portfolio, value $1,570,068.

    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 18,838 shares
    Change vs previous 13F -441 shares

    0.13% of the 13F portfolio, value $1,654,760.

    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 19,279 shares
    Change vs previous 13F -1,465 shares

    0.13% of the 13F portfolio, value $1,584,376.

    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 20,744 shares
    Change vs previous 13F -2,100 shares

    0.14% of the 13F portfolio, value $1,503,135.

    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 22,844 shares
    Change vs previous 13F -236 shares

    0.15% of the 13F portfolio, value $1,622,862.

    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 23,080 shares
    Change vs previous 13F +352 shares

    0.17% of the 13F portfolio, value $1,809,268.

    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 22,728 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,685,988.

    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).