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GREAT OAK CAPITAL PARTNERS, LLC: DFIC position timeline

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

GREAT OAK CAPITAL PARTNERS, LLC held 9,947 DFIC 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 9,947 shares
    Change vs previous 13F -1,186 shares

    0.08% of the 13F portfolio, value $370,888.

    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 11,133 shares
    Change vs previous 13F -302 shares

    0.1% of the 13F portfolio, value $415,475.

    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 11,435 shares
    Change vs previous 13F -1,269 shares

    0.1% of the 13F portfolio, value $397,934.

    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 12,704 shares
    Change vs previous 13F -1,674 shares

    0.11% of the 13F portfolio, value $418,345.

    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 14,378 shares
    Change vs previous 13F -2,240 shares

    0.13% of the 13F portfolio, value $446,870.

    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 16,618 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $424,435.

    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 16,618 shares
    Change vs previous 13F -3,215 shares

    0.14% of the 13F portfolio, value $424,435.

    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 19,833 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $553,030.

    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).