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Charter Oak Capital Management, LLC: VPU position timeline

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

Charter Oak Capital Management, LLC held 6,249 VPU 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 6,249 shares
    Change vs previous 13F -182 shares

    0.1% of the 13F portfolio, value $1,238,174.

    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 6,431 shares
    Change vs previous 13F -4 shares

    0.09% of the 13F portfolio, value $1,189,930.

    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 6,435 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $1,218,772.

    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 6,431 shares
    Change vs previous 13F -846 shares

    0.1% of the 13F portfolio, value $1,135,122.

    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 7,277 shares
    Change vs previous 13F -36 shares

    0.11% of the 13F portfolio, value $1,242,918.

    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 7,313 shares
    Change vs previous 13F -74 shares

    0.11% of the 13F portfolio, value $1,195,028.

    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 7,387 shares
    Change vs previous 13F -268 shares

    0.12% of the 13F portfolio, value $1,285,733.

    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 7,655 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,132,332.

    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).