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Disclosery

Oak Asset Management, LLC: HD position timeline

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

Oak Asset Management, LLC held 9,723 HD 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 9,723 shares
    Change vs previous 13F -9 shares

    1.1% of the 13F portfolio, value $3,429,108.

    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 9,732 shares
    Change vs previous 13F +28 shares

    1.1% of the 13F portfolio, value $3,200,757.

    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 9,704 shares
    Change vs previous 13F +7 shares

    1.14% of the 13F portfolio, value $3,339,146.

    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 9,697 shares
    Change vs previous 13F +30 shares

    1.34% of the 13F portfolio, value $3,929,127.

    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 9,667 shares
    Change vs previous 13F +35 shares

    1.27% of the 13F portfolio, value $3,544,309.

    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 9,632 shares
    Change vs previous 13F +75 shares

    1.29% of the 13F portfolio, value $3,530,032.

    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 9,557 shares
    Change vs previous 13F -59 shares

    1.38% of the 13F portfolio, value $3,717,577.

    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 9,616 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $3,896,403.

    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).