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Disclosery

ABOUND FINANCIAL, LLC: OAKM position timeline

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

ABOUND FINANCIAL, LLC held 925,844 OAKM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 925,844 shares
    Change vs previous 13F -5,190 shares

    10.4% of the 13F portfolio, value $26,081,052.

    13F-HR 0001420506-26-001786 filed by ABOUND FINANCIAL, 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 931,034 shares
    Change vs previous 13F +3,435 shares

    11.21% of the 13F portfolio, value $25,663,960.

    13F-HR 0001420506-26-000784 filed by ABOUND FINANCIAL, 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/A 927,599 shares
    Change vs previous 13F +313,719 shares

    10.18% of the 13F portfolio, value $26,306,726.

    13F-HR/A 0001420506-26-000431 filed by ABOUND FINANCIAL, 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 613,880 shares
    Change vs previous 13F +12,377 shares

    6.58% of the 13F portfolio, value $16,439,711.

    13F-HR 0001420506-25-002986 filed by ABOUND FINANCIAL, 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 601,503 shares
    Change vs previous 13F not available

    6.8% of the 13F portfolio, value $15,446,607.

    13F-HR 0001420506-25-001993 filed by ABOUND FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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