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Disclosery

NEVILLE RODIE & SHAW INC: OAKMX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEVILLE RODIE & SHAW INC on OAKMX, newest first. How the timeline and the estimate are built.

NEVILLE RODIE & SHAW INC held 0 OAKMX shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,831 shares

    13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,831 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $307,000.

    13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW 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 1,831 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $315,000.

    13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW 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 1,814 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $301,000.

    13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW 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 1,814 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $291,000.

    13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW 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 1,814 shares
    Change vs previous 13F -20 shares

    0.02% of the 13F portfolio, value $279,000.

    13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW 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 1,834 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $279,000.

    13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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