Skip to content
Disclosery

NavPoint Financial, Inc.: OAKM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NavPoint Financial, Inc. on OAKM, newest first. How the timeline and the estimate are built.

NavPoint Financial, Inc. held 289,289 OAKM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,289 shares
    Change vs previous 13F +36,782 shares

    3.02% of the 13F portfolio, value $8,149,275.

    13F-HR 0002085853-26-000833 filed by NavPoint Financial, Inc.
    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 252,507 shares
    Change vs previous 13F +49,879 shares

    2.81% of the 13F portfolio, value $6,960,361.

    13F-HR 0002085853-26-000497 filed by NavPoint Financial, Inc.
    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 202,628 shares
    Change vs previous 13F +67,921 shares

    2.46% of the 13F portfolio, value $5,746,523.

    13F-HR 0002085853-26-000056 filed by NavPoint Financial, Inc.
    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 134,707 shares
    Change vs previous 13F +27,667 shares

    1.89% of the 13F portfolio, value $3,607,451.

    13F-HR 0002085853-25-000039 filed by NavPoint Financial, Inc.
    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 107,040 shares
    Change vs previous 13F +39,023 shares

    1.66% of the 13F portfolio, value $2,748,782.

    13F-HR 0001667731-25-000937 filed by NavPoint Financial, Inc.
    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 68,017 shares
    Change vs previous 13F +51,484 shares

    1.17% of the 13F portfolio, value $1,663,011.

    13F-HR 0001667731-25-000423 filed by NavPoint Financial, Inc.
    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 16,533 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $388,668.

    13F-HR 0001667731-25-000117 filed by NavPoint Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).