Charter Oak Capital Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Portsmouth, NH
CIK
0001810720
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 174 720,753 13F-HR 4/19/2023 000181072023000002 Charter Oak Capital Management, LLC
Q4 2022 160 667,662 13F-HR 1/20/2023 000181072023000001 Charter Oak Capital Management, LLC
Q3 2022 157 624,976 13F-HR 12/6/2022 000181072022000006 Charter Oak Capital Management, LLC
Q2 2022 986 733,638 13F-HR 7/21/2022 000181072022000004 Charter Oak Capital Management, LLC
Q1 2022 1,034 817,844 13F-HR 5/5/2022 000181072022000003 Charter Oak Capital Management, LLC
Q4 2021 917 860,145 13F-HR 2/9/2022 000181072022000002 Charter Oak Capital Management, LLC
Q3 2021 893 798,492 13F-HR 11/8/2021 000181072021000006 Charter Oak Capital Management, LLC
Q2 2021 880 779,139 13F-HR 7/29/2021 000181072021000005 Charter Oak Capital Management, LLC
Q1 2021 855 711,691 13F-HR 5/17/2021 000181072021000004 Charter Oak Capital Management, LLC
Q4 2020 774 659,004 13F-HR 2/12/2021 000181072021000003 Charter Oak Capital Management, LLC