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Disclosery

Crown Oak Advisors, LLC: BR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Oak Advisors, LLC on BR, newest first. How the timeline and the estimate are built.

Crown Oak Advisors, LLC held 38,283 BR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,283 shares
    Change vs previous 13F -131 shares

    2.44% of the 13F portfolio, value $5,242,881.

    13F-HR 0002009273-26-000003 filed by Crown Oak Advisors, 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 38,414 shares
    Change vs previous 13F +794 shares

    3.13% of the 13F portfolio, value $6,241,554.

    13F-HR 0002009273-26-000002 filed by Crown Oak Advisors, 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 37,620 shares
    Change vs previous 13F -472 shares

    3.98% of the 13F portfolio, value $8,395,695.

    13F-HR 0002009273-26-000001 filed by Crown Oak Advisors, 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 38,092 shares
    Change vs previous 13F 0 shares

    4.38% of the 13F portfolio, value $9,257,407.

    13F-HR 0002009273-25-000002 filed by Crown Oak Advisors, 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 38,092 shares
    Change vs previous 13F +244 shares

    4.38% of the 13F portfolio, value $9,257,407.

    13F-HR 0001221073-25-000058 filed by Crown Oak Advisors, 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 37,848 shares
    Change vs previous 13F +1,472 shares

    4.64% of the 13F portfolio, value $9,176,589.

    13F-HR 0001221073-25-000037 filed by Crown Oak Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,376 shares
    Change vs previous 13F +3,553 shares

    4.23% of the 13F portfolio, value $8,224,333.

    13F-HR 0001221073-25-000003 filed by Crown Oak Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 32,823 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $7,057,889.

    13F-HR 0001221073-24-000085 filed by Crown Oak Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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