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GREAT OAK CAPITAL PARTNERS, LLC: DISV position timeline

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

GREAT OAK CAPITAL PARTNERS, LLC held 871,449 DISV 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 871,449 shares
    Change vs previous 13F +33,105 shares

    7.67% of the 13F portfolio, value $35,494,108.

    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 838,344 shares
    Change vs previous 13F +11,161 shares

    8.06% of the 13F portfolio, value $34,632,003.

    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 827,183 shares
    Change vs previous 13F -33,560 shares

    7.95% of the 13F portfolio, value $31,705,923.

    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 860,743 shares
    Change vs previous 13F +24,059 shares

    8.09% of the 13F portfolio, value $30,805,983.

    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 836,684 shares
    Change vs previous 13F +186,604 shares

    7.97% of the 13F portfolio, value $27,836,465.

    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 650,080 shares
    Change vs previous 13F 0 shares

    5.67% of the 13F portfolio, value $16,957,342.

    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 650,080 shares
    Change vs previous 13F +299,398 shares

    5.67% of the 13F portfolio, value $16,957,342.

    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 350,682 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $10,089,128.

    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).