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
- period ended2026-06-3013F 11,591 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,927 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,820 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,252 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,607 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,612 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,192 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,372 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).