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Disclosery

DAVENPORT & Co LLC: OAKM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on OAKM, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 37,887 OAKM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,887 shares
    Change vs previous 13F +650 shares

    0.01% of the 13F portfolio, value $1,112,376.

    13F-HR 0000887777-26-000029 filed by DAVENPORT & Co LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,237 shares
    Change vs previous 13F +390 shares

    0.01% of the 13F portfolio, value $1,048,979.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,847 shares
    Change vs previous 13F +10,450 shares

    0.01% of the 13F portfolio, value $1,015,700.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,397 shares
    Change vs previous 13F +16,297 shares

    <0.01% of the 13F portfolio, value $748,632.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,100 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $270,478.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $259,368.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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