Charter Oak Capital Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Charter Oak Capital Management going back to Feb. 12, 2021
- Charter Oak Capital Management 2025 Q3 - filed Oct. 30, 2025 - new!
- Charter Oak Capital Management 2025 Q2 - filed July 10, 2025
- Charter Oak Capital Management 2025 Q1 - filed April 14, 2025
- Charter Oak Capital Management 2024 Q4 - filed Jan. 22, 2025
- Charter Oak Capital Management 2024 Q3 - filed Oct. 30, 2024
- Charter Oak Capital Management 2024 Q2 - filed July 24, 2024
- Charter Oak Capital Management 2024 Q1 - filed April 23, 2024
- Charter Oak Capital Management 2023 Q4 - filed Jan. 26, 2024
- Charter Oak Capital Management 2023 Q3 - filed Oct. 5, 2023
- Charter Oak Capital Management 2023 Q2 - filed July 20, 2023
- Charter Oak Capital Management 2023 Q1 - filed April 19, 2023
- Charter Oak Capital Management 2022 Q4 - filed Jan. 20, 2023
- Charter Oak Capital Management 2022 Q3 - filed Dec. 6, 2022
- Charter Oak Capital Management 2022 Q2 - filed July 21, 2022
- Charter Oak Capital Management 2022 Q1 - filed May 5, 2022
- Charter Oak Capital Management 2021 Q4 - filed Feb. 9, 2022
- Charter Oak Capital Management 2021 Q3 - filed Nov. 8, 2021
- Charter Oak Capital Management 2021 Q2 - filed July 29, 2021
- Charter Oak Capital Management 2021 Q1 - filed May 17, 2021
- Charter Oak Capital Management 2020 Q4 - filed Feb. 12, 2021