Skip to content
Disclosery

Oak Asset Management, LLC: URI position timeline

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

Oak Asset Management, LLC held 233 URI 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 233 shares
    Change vs previous 13F -139 shares

    0.08% of the 13F portfolio, value $263,963.

    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 372 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $271,024.

    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 372 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $301,067.

    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 372 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $355,134.

    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 372 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $280,265.

    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 372 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $233,132.

    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).