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Oak Asset Management, LLC: AMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oak Asset Management, LLC on AMT, newest first. How the timeline and the estimate are built.

Oak Asset Management, LLC held 11,591 AMT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,591 shares
    Change vs previous 13F -336 shares

    0.61% of the 13F portfolio, value $1,895,907.

    13F-HR 0001726375-26-000003 filed by Oak Asset Management, 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 11,927 shares
    Change vs previous 13F +107 shares

    0.71% of the 13F portfolio, value $2,058,431.

    13F-HR 0001726375-26-000002 filed by Oak Asset Management, 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 11,820 shares
    Change vs previous 13F -2,432 shares

    0.71% of the 13F portfolio, value $2,075,308.

    13F-HR 0001726375-26-000001 filed by Oak Asset Management, 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 14,252 shares
    Change vs previous 13F -355 shares

    0.94% of the 13F portfolio, value $2,741,022.

    13F-HR 0001726375-25-000003 filed by Oak Asset Management, 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 14,607 shares
    Change vs previous 13F -5 shares

    1.16% of the 13F portfolio, value $3,228,528.

    13F-HR 0001085146-25-003766 filed by Oak Asset Management, 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 14,612 shares
    Change vs previous 13F +1,420 shares

    1.17% of the 13F portfolio, value $3,179,658.

    13F-HR 0001085146-25-002040 filed by Oak Asset Management, 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 13,192 shares
    Change vs previous 13F -180 shares

    0.89% of the 13F portfolio, value $2,419,618.

    13F-HR 0001085146-25-000173 filed by Oak Asset Management, 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 13,372 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,109,792.

    13F-HR 0001085146-24-004681 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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