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Disclosery

Crown Oak Advisors, LLC: MTD position timeline

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

Crown Oak Advisors, LLC held 5,806 MTD 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 5,806 shares
    Change vs previous 13F -214 shares

    3.45% of the 13F portfolio, value $7,417,223.

    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 6,020 shares
    Change vs previous 13F +36 shares

    3.81% of the 13F portfolio, value $7,592,424.

    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 5,984 shares
    Change vs previous 13F -51 shares

    3.96% of the 13F portfolio, value $8,342,833.

    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 6,035 shares
    Change vs previous 13F 0 shares

    3.35% of the 13F portfolio, value $7,089,435.

    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 6,035 shares
    Change vs previous 13F +93 shares

    3.35% of the 13F portfolio, value $7,089,435.

    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 5,942 shares
    Change vs previous 13F +298 shares

    3.55% of the 13F portfolio, value $7,016,967.

    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 5,644 shares
    Change vs previous 13F +702 shares

    3.56% of the 13F portfolio, value $6,906,450.

    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 4,942 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $7,411,517.

    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).