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GREAT OAK CAPITAL PARTNERS, LLC: DFCF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT OAK CAPITAL PARTNERS, LLC on DFCF, newest first. How the timeline and the estimate are built.

GREAT OAK CAPITAL PARTNERS, LLC held 893,243 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 893,243 shares
    Change vs previous 13F +80,728 shares

    8.07% of the 13F portfolio, value $37,346,470.

    13F-HR 0001951757-26-001000 filed by GREAT OAK CAPITAL PARTNERS, 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 812,515 shares
    Change vs previous 13F +48,366 shares

    8.03% of the 13F portfolio, value $34,523,774.

    13F-HR 0001951757-26-000578 filed by GREAT OAK CAPITAL PARTNERS, 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 764,149 shares
    Change vs previous 13F +73,825 shares

    8.16% of the 13F portfolio, value $32,514,519.

    13F-HR 0001951757-26-000008 filed by GREAT OAK CAPITAL PARTNERS, 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 690,324 shares
    Change vs previous 13F +18,438 shares

    7.78% of the 13F portfolio, value $29,607,981.

    13F-HR 0001951757-25-001156 filed by GREAT OAK CAPITAL PARTNERS, 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 671,886 shares
    Change vs previous 13F +52,795 shares

    8.07% of the 13F portfolio, value $28,192,323.

    13F-HR 0001951757-25-000842 filed by GREAT OAK CAPITAL PARTNERS, 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 619,091 shares
    Change vs previous 13F 0 shares

    8.44% of the 13F portfolio, value $25,252,708.

    13F-HR 0001951757-25-000402 filed by GREAT OAK CAPITAL PARTNERS, 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 619,091 shares
    Change vs previous 13F +54,714 shares

    8.44% of the 13F portfolio, value $25,252,708.

    13F-HR 0001951757-25-000035 filed by GREAT OAK CAPITAL PARTNERS, 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 564,377 shares
    Change vs previous 13F not available

    8.36% of the 13F portfolio, value $24,172,268.

    13F-HR 0001951757-24-000990 filed by GREAT OAK CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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