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Disclosery

Drake & Associates, LLC: OUNZ position timeline

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

Drake & Associates, LLC held 552,917 OUNZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 552,917 shares
    Change vs previous 13F +42,691 shares

    3.59% of the 13F portfolio, value $21,337,067.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 510,226 shares
    Change vs previous 13F +28,496 shares

    4.38% of the 13F portfolio, value $22,985,681.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 481,730 shares
    Change vs previous 13F +31,713 shares

    3.98% of the 13F portfolio, value $19,982,160.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 450,017 shares
    Change vs previous 13F +49,552 shares

    3.61% of the 13F portfolio, value $17,258,152.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 400,465 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $12,770,829.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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