Skip to content

Crown Oak Advisors, LLC: DE position timeline

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

Crown Oak Advisors, LLC held 28,048 DE 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 28,048 shares
    Change vs previous 13F +3,786 shares

    8.29% of the 13F portfolio, value $17,791,697.

    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 24,262 shares
    Change vs previous 13F +11 shares

    6.86% of the 13F portfolio, value $13,666,746.

    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 24,251 shares
    Change vs previous 13F +26 shares

    5.36% of the 13F portfolio, value $11,290,520.

    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 24,225 shares
    Change vs previous 13F 0 shares

    5.83% of the 13F portfolio, value $12,318,161.

    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 24,225 shares
    Change vs previous 13F +13 shares

    5.83% of the 13F portfolio, value $12,318,161.

    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 24,212 shares
    Change vs previous 13F +14 shares

    5.74% of the 13F portfolio, value $11,363,804.

    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 24,198 shares
    Change vs previous 13F +214 shares

    5.28% of the 13F portfolio, value $10,252,806.

    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 23,984 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $10,009,227.

    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).