Skip to content
Disclosery

A&I FINANCIAL SERVICES, LLC: OAKM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A&I FINANCIAL SERVICES, LLC on OAKM, newest first. How the timeline and the estimate are built.

A&I FINANCIAL SERVICES, LLC held 598,911 OAKM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 598,911 shares
    Change vs previous 13F +3,689 shares

    7.35% of the 13F portfolio, value $16,871,325.

    13F-HR 0001728031-26-000003 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 595,222 shares
    Change vs previous 13F -4,923 shares

    7.77% of the 13F portfolio, value $16,407,295.

    13F-HR 0001728031-26-000002 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 600,145 shares
    Change vs previous 13F -710 shares

    8.08% of the 13F portfolio, value $17,020,121.

    13F-HR 0001728031-26-000001 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 600,855 shares
    Change vs previous 13F +5,901 shares

    7.83% of the 13F portfolio, value $16,036,814.

    13F-HR 0001728031-25-000004 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 594,954 shares
    Change vs previous 13F +20,303 shares

    8.62% of the 13F portfolio, value $15,278,420.

    13F-HR 0001085146-25-003777 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 574,651 shares
    Change vs previous 13F not available

    9.51% of the 13F portfolio, value $14,050,234.

    13F-HR 0001085146-25-002528 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).