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Ackerman Asset Management, LLC: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ackerman Asset Management, LLC on OEF, newest first. How the timeline and the estimate are built.

Ackerman Asset Management, LLC held 87,797 OEF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,797 shares
    Change vs previous 13F +223 shares

    19.27% of the 13F portfolio, value $32,122,288.

    13F-HR 0002067071-26-000003 filed by Ackerman Asset Management, 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 87,574 shares
    Change vs previous 13F -1,161 shares

    19.44% of the 13F portfolio, value $27,854,662.

    13F-HR 0002067071-26-000002 filed by Ackerman Asset Management, 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 88,735 shares
    Change vs previous 13F -151 shares

    20.24% of the 13F portfolio, value $30,433,443.

    13F-HR 0002067071-26-000001 filed by Ackerman Asset Management, 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 88,886 shares
    Change vs previous 13F -32 shares

    21.19% of the 13F portfolio, value $29,584,816.

    13F-HR 0002067071-25-000004 filed by Ackerman Asset Management, 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 88,918 shares
    Change vs previous 13F -677 shares

    21.68% of the 13F portfolio, value $27,062,193.

    13F-HR 0002067071-25-000003 filed by Ackerman Asset Management, 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 89,595 shares
    Change vs previous 13F not available

    21.95% of the 13F portfolio, value $24,265,014.

    13F-HR 0002067071-25-000002 filed by Ackerman Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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