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Disclosery

Oak Harvest Investment Services: AEM position timeline

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

Oak Harvest Investment Services held 79,647 AEM 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 79,647 shares
    Change vs previous 13F +4,083 shares

    1.16% of the 13F portfolio, value $12,355,639.

    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 75,564 shares
    Change vs previous 13F -2,180 shares

    1.6% of the 13F portfolio, value $15,337,981.

    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 77,744 shares
    Change vs previous 13F -30,399 shares

    1.44% of the 13F portfolio, value $13,179,940.

    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 108,143 shares
    Change vs previous 13F +2,511 shares

    2.13% of the 13F portfolio, value $18,228,584.

    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 105,632 shares
    Change vs previous 13F -4,857 shares

    1.57% of the 13F portfolio, value $12,562,814.

    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 110,489 shares
    Change vs previous 13F +8,106 shares

    1.67% of the 13F portfolio, value $11,978,112.

    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 102,383 shares
    Change vs previous 13F +4,029 shares

    1.12% of the 13F portfolio, value $8,007,374.

    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 98,354 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $7,923,398.

    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).