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Disclosery

Oak Asset Management, LLC: IUSV position timeline

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

Oak Asset Management, LLC held 2,611 IUSV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,611 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $287,941.

    13F-HR 0001726375-26-000005 filed by Oak Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,611 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $287,602.

    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).

  3. period ended2026-03-31
    13F 2,600 shares
    Change vs previous 13F +75 shares

    0.09% of the 13F portfolio, value $265,850.

    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).

  4. period ended2025-12-31
    13F 2,525 shares
    Change vs previous 13F +14 shares

    0.09% of the 13F portfolio, value $258,914.

    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).

  5. period ended2025-09-30
    13F 2,511 shares
    Change vs previous 13F +88 shares

    0.09% of the 13F portfolio, value $250,974.

    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).

  6. period ended2025-06-30
    13F 2,423 shares
    Change vs previous 13F +81 shares

    0.08% of the 13F portfolio, value $229,288.

    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).

  7. period ended2025-03-31
    13F 2,342 shares
    Change vs previous 13F +37 shares

    0.08% of the 13F portfolio, value $216,143.

    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).

  8. period ended2024-12-31
    13F 2,305 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $213,420.

    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).