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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

  1. period ended2026-06-30
    13F 65,145 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 64,840 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 64,303 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 64,673 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 64,673 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 64,824 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 64,016 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 61,348 shares
    Change 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), ingested

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