13F-HR: Charter Oak Capital Management, LLC
| Field | Detail |
|---|---|
| Company | Charter Oak Capital Management, LLC |
| Form Type | 13F-HR |
| Filed Date | Oct 30, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: 13f-hr
AI Summary
13F-HR filing by Charter Oak Capital Management, LLC.
Risk Assessment
Risk Level: low
FAQ
What type of filing is this?
This is a 13F-HR filing submitted by Charter Oak Capital Management, LLC to the SEC on Oct 30, 2025.
What is the risk level of this 13F-HR filing?
This filing has been assessed as low risk.
How long is this filing?
Charter Oak Capital Management, LLC's 13F-HR filing is 1 pages with approximately 383 words. Estimated reading time is 2 minutes.
Where can I view the full 13F-HR filing?
The complete filing is available on SEC EDGAR. You can also read the AI-decoded analysis with risk assessment and key highlights on ReadTheFiling.
Filing Stats: 383 words · 2 min read · ~1 pages · Grade level 11.1 · Accepted 2025-10-30 10:15:05
Filing Documents
- primary_doc.html (13F-HR)
- primary_doc.xml (13F-HR) — 2KB
- q3_2025-cocm.html (INFORMATION TABLE)
- q3_2025-cocm.xml (INFORMATION TABLE) — 115KB
- 0001810720-25-000003.txt ( ) — 118KB
From the Filing
SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment Amendment Number: This Amendment (Check only one.): is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Charter Oak Capital Management, LLC Address: TWO INTERNATIONAL DRIVE, SUITE 325 PORTSMOUTH , NH 03801 Form 13F File Number: 028-20761 CRD Number (if applicable): 000120870 801-64808 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Deanna B. Hutchinson Title: CCO Phone: 800-646-5720 Signature, Place, and Date of Signing: Deanna B. Hutchinson Portsmouth , NH 10-30-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 205 Form 13F Information Table Value Total: 1,274,441,759 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE