Charter Oak Advisors LP historic quarter change: USA Bonds: Convertible Notes, Sold out
In convertible notes that pay a coupon (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Charter Oak Advisors LP opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2022905), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Taylor Financial Group, Inc. | United States | $0.165B | 99 |
| Dominguez Wealth Management Solutions, Inc. | United States | $0.165B | 67 |
| Rochester Wealth Strategies, LLC | United States | $0.165B | 24 |
| Buckland Partners Management Co LLC | United States | $0.165B | 91 |
| CAPITAL & PLANNING, LLC | United States | $0.165B | 172 |
| Grand Alliance Asset Management Ltd | Hong Kong | $0.165B | 13 |
| Optivise Advisory Services LLC | United States | $0.165B | 183 |
| AdviceOne Advisory Services, LLC | United States | $0.165B | 41 |
| Occam Crest Management LP | United States | $0.165B | 33 |
| Sugar Maple Asset Management, LLC | United States | $0.165B | 84 |