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Disclosery

Oak Harvest Investment Services: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oak Harvest Investment Services on ADI, newest first. How the timeline and the estimate are built.

Oak Harvest Investment Services held 7,101 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,101 shares
    Change vs previous 13F +488 shares

    0.26% of the 13F portfolio, value $2,820,328.

    13F-HR 0001839430-26-000006 filed by Oak Harvest Investment Services
    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 6,613 shares
    Change vs previous 13F -1,631 shares

    0.22% of the 13F portfolio, value $2,103,818.

    13F-HR 0001839430-26-000004 filed by Oak Harvest Investment Services
    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 8,244 shares
    Change vs previous 13F -26,925 shares

    0.24% of the 13F portfolio, value $2,235,707.

    13F-HR 0001839430-26-000001 filed by Oak Harvest Investment Services
    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 35,169 shares
    Change vs previous 13F -1,613 shares

    1.01% of the 13F portfolio, value $8,640,996.

    13F-HR 0001839430-25-000007 filed by Oak Harvest Investment Services
    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 36,782 shares
    Change vs previous 13F +613 shares

    1.1% of the 13F portfolio, value $8,754,735.

    13F-HR 0001839430-25-000005 filed by Oak Harvest Investment Services
    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 36,169 shares
    Change vs previous 13F +565 shares

    1.02% of the 13F portfolio, value $7,294,163.

    13F-HR 0001839430-25-000004 filed by Oak Harvest Investment Services
    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 35,604 shares
    Change vs previous 13F +4,269 shares

    1.05% of the 13F portfolio, value $7,564,498.

    13F-HR 0001667731-25-000101 filed by Oak Harvest Investment Services
    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 31,335 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $7,212,302.

    13F-HR 0001839430-24-000008 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

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