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Disclosery

Oak Asset Management, LLC: FDX position timeline

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

Oak Asset Management, LLC held 19,886 FDX 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 19,886 shares
    Change vs previous 13F -538 shares

    2% of the 13F portfolio, value $6,226,934.

    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 20,424 shares
    Change vs previous 13F -161 shares

    2.5% of the 13F portfolio, value $7,274,638.

    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 20,585 shares
    Change vs previous 13F -143 shares

    2.03% of the 13F portfolio, value $5,946,198.

    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 20,728 shares
    Change vs previous 13F -209 shares

    1.67% of the 13F portfolio, value $4,887,881.

    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 20,937 shares
    Change vs previous 13F +130 shares

    1.71% of the 13F portfolio, value $4,759,201.

    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 20,807 shares
    Change vs previous 13F +563 shares

    1.86% of the 13F portfolio, value $5,072,343.

    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 20,244 shares
    Change vs previous 13F -91 shares

    2.11% of the 13F portfolio, value $5,695,259.

    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 20,335 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $5,565,283.

    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).