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GREAT OAK CAPITAL PARTNERS, LLC: DFEM position timeline

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

GREAT OAK CAPITAL PARTNERS, LLC held 1,087,715 DFEM 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 1,087,715 shares
    Change vs previous 13F -14,570 shares

    9.09% of the 13F portfolio, value $42,040,194.

    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 1,102,285 shares
    Change vs previous 13F +12,396 shares

    9.4% of the 13F portfolio, value $40,387,707.

    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 1,089,889 shares
    Change vs previous 13F -30,949 shares

    9.25% of the 13F portfolio, value $36,870,949.

    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 1,120,838 shares
    Change vs previous 13F +24,987 shares

    9.51% of the 13F portfolio, value $36,225,477.

    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 1,095,851 shares
    Change vs previous 13F +67,662 shares

    9.35% of the 13F portfolio, value $32,667,310.

    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 1,028,189 shares
    Change vs previous 13F 0 shares

    8.71% of the 13F portfolio, value $26,064,603.

    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 1,028,189 shares
    Change vs previous 13F +40,318 shares

    8.71% of the 13F portfolio, value $26,064,603.

    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 987,871 shares
    Change vs previous 13F not available

    9.76% of the 13F portfolio, value $28,223,467.

    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).