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GREAT OAK CAPITAL PARTNERS, LLC: DFNM position timeline

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

GREAT OAK CAPITAL PARTNERS, LLC held 37,722 DFNM 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 37,722 shares
    Change vs previous 13F +1,128 shares

    0.39% of the 13F portfolio, value $1,818,586.

    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 36,594 shares
    Change vs previous 13F +330 shares

    0.41% of the 13F portfolio, value $1,763,093.

    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 36,264 shares
    Change vs previous 13F +453 shares

    0.44% of the 13F portfolio, value $1,746,836.

    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 35,811 shares
    Change vs previous 13F -3,813 shares

    0.45% of the 13F portfolio, value $1,720,004.

    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 39,624 shares
    Change vs previous 13F +30,110 shares

    0.54% of the 13F portfolio, value $1,879,769.

    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 9,514 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $453,256.

    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 9,514 shares
    Change vs previous 13F +88 shares

    0.15% of the 13F portfolio, value $453,256.

    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 9,426 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $456,495.

    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).