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Disclosery

Crown Oak Advisors, LLC: IT position timeline

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

Crown Oak Advisors, LLC held 23,433 IT 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 23,433 shares
    Change vs previous 13F +72 shares

    1.41% of the 13F portfolio, value $3,037,385.

    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 23,361 shares
    Change vs previous 13F +177 shares

    1.86% of the 13F portfolio, value $3,698,981.

    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 23,184 shares
    Change vs previous 13F +686 shares

    2.77% of the 13F portfolio, value $5,848,860.

    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 22,498 shares
    Change vs previous 13F 0 shares

    4.3% of the 13F portfolio, value $9,094,142.

    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 22,498 shares
    Change vs previous 13F +133 shares

    4.3% of the 13F portfolio, value $9,094,142.

    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 22,365 shares
    Change vs previous 13F +717 shares

    4.74% of the 13F portfolio, value $9,387,485.

    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 21,648 shares
    Change vs previous 13F +1,976 shares

    5.4% of the 13F portfolio, value $10,487,807.

    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 19,672 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $9,968,983.

    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).