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Oak Asset Management, LLC: AMZN position timeline

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

Oak Asset Management, LLC held 11,365 AMZN 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 11,365 shares
    Change vs previous 13F -729 shares

    0.87% of the 13F portfolio, value $2,708,734.

    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 12,094 shares
    Change vs previous 13F -365 shares

    0.87% of the 13F portfolio, value $2,518,817.

    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 12,459 shares
    Change vs previous 13F +15 shares

    0.98% of the 13F portfolio, value $2,875,786.

    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 12,444 shares
    Change vs previous 13F -690 shares

    0.93% of the 13F portfolio, value $2,732,329.

    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 13,134 shares
    Change vs previous 13F +39 shares

    1.03% of the 13F portfolio, value $2,881,468.

    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 13,095 shares
    Change vs previous 13F -85 shares

    0.91% of the 13F portfolio, value $2,491,455.

    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 13,180 shares
    Change vs previous 13F -25 shares

    1.07% of the 13F portfolio, value $2,891,560.

    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 13,205 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,460,488.

    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).