Crown Oak Advisors, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Oak Advisors, LLC on V, newest first. How the timeline and the estimate are built.
Crown Oak Advisors, LLC held 65,145 V shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 65,145 sharesChange vs previous 13F +305 shares
10.41% of the 13F portfolio, value $22,350,546.
13F-HR 0002009273-26-000003 filed by Crown Oak Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 64,840 sharesChange vs previous 13F +537 shares
9.83% of the 13F portfolio, value $19,597,230.
13F-HR 0002009273-26-000002 filed by Crown Oak Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 64,303 sharesChange vs previous 13F -370 shares
10.7% of the 13F portfolio, value $22,551,587.
13F-HR 0002009273-26-000001 filed by Crown Oak Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 64,673 sharesChange vs previous 13F 0 shares
10.86% of the 13F portfolio, value $22,962,194.
13F-HR 0002009273-25-000002 filed by Crown Oak Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 64,673 sharesChange vs previous 13F -151 shares
10.86% of the 13F portfolio, value $22,962,194.
13F-HR 0001221073-25-000058 filed by Crown Oak Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 64,824 sharesChange vs previous 13F +808 shares
11.48% of the 13F portfolio, value $22,718,157.
13F-HR 0001221073-25-000037 filed by Crown Oak Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 64,016 sharesChange vs previous 13F +2,668 shares
10.41% of the 13F portfolio, value $20,231,474.
13F-HR 0001221073-25-000003 filed by Crown Oak Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 61,348 sharesChange vs previous 13F not available
9.37% of the 13F portfolio, value $16,867,568.
13F-HR 0001221073-24-000085 filed by Crown Oak Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).