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OAK FAMILY ADVISORS, LLC: OZEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAK FAMILY ADVISORS, LLC on OZEM, newest first. How the timeline and the estimate are built.

OAK FAMILY ADVISORS, LLC held 29,892 OZEM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,892 shares
    Change vs previous 13F +1,755 shares

    0.28% of the 13F portfolio, value $972,686.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY ADVISORS, 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 28,137 shares
    Change vs previous 13F -29,464 shares

    0.27% of the 13F portfolio, value $877,874.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY ADVISORS, 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 57,601 shares
    Change vs previous 13F -23,063 shares

    0.6% of the 13F portfolio, value $1,967,472.

    13F-HR 0001846161-26-000001 filed by OAK FAMILY ADVISORS, 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 80,664 shares
    Change vs previous 13F +28,735 shares

    0.71% of the 13F portfolio, value $2,203,983.

    13F-HR 0001846161-25-000005 filed by OAK FAMILY ADVISORS, 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 51,929 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,309,649.

    13F-HR 0001846161-25-000004 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).