Skip to content

Oak Asset Management, LLC: EXPD position timeline

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

Oak Asset Management, LLC held 14,284 EXPD 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 14,284 shares
    Change vs previous 13F -468 shares

    0.75% of the 13F portfolio, value $2,328,006.

    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 14,752 shares
    Change vs previous 13F -571 shares

    0.73% of the 13F portfolio, value $2,112,929.

    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 15,323 shares
    Change vs previous 13F -1,410 shares

    0.78% of the 13F portfolio, value $2,283,280.

    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 16,733 shares
    Change vs previous 13F -26 shares

    0.7% of the 13F portfolio, value $2,051,298.

    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 16,759 shares
    Change vs previous 13F -80 shares

    0.69% of the 13F portfolio, value $1,914,716.

    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 16,839 shares
    Change vs previous 13F -2,292 shares

    0.74% of the 13F portfolio, value $2,024,890.

    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 19,131 shares
    Change vs previous 13F -30 shares

    0.78% of the 13F portfolio, value $2,119,141.

    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 19,161 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,517,755.

    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).