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GREAT OAK CAPITAL PARTNERS, LLC: DUSB position timeline

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

GREAT OAK CAPITAL PARTNERS, LLC held 87,106 DUSB 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 87,106 shares
    Change vs previous 13F +13,121 shares

    0.96% of the 13F portfolio, value $4,425,867.

    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 73,985 shares
    Change vs previous 13F +7,785 shares

    0.87% of the 13F portfolio, value $3,755,502.

    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 66,200 shares
    Change vs previous 13F +3,521 shares

    0.84% of the 13F portfolio, value $3,355,007.

    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 62,679 shares
    Change vs previous 13F +440 shares

    0.84% of the 13F portfolio, value $3,181,888.

    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 62,239 shares
    Change vs previous 13F -2,075 shares

    0.91% of the 13F portfolio, value $3,162,368.

    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 64,314 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $3,258,148.

    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 64,314 shares
    Change vs previous 13F +253 shares

    1.09% of the 13F portfolio, value $3,258,148.

    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 64,061 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,254,283.

    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).