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Disclosery

Oak Harvest Investment Services: BLK position timeline

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

Oak Harvest Investment Services held 245 BLK 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 245 shares
    Change vs previous 13F -12,110 shares

    0.02% of the 13F portfolio, value $235,611.

    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 12,355 shares
    Change vs previous 13F -1,582,798 shares

    1.24% of the 13F portfolio, value $11,882,047.

    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 1,595,153 shares
    Change vs previous 13F +1,582,159 shares

    1.01% of the 13F portfolio, value $9,259,647.

    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 12,994 shares
    Change vs previous 13F +235 shares

    1.77% of the 13F portfolio, value $15,149,210.

    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 12,759 shares
    Change vs previous 13F +926 shares

    1.68% of the 13F portfolio, value $13,387,407.

    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 11,833 shares
    Change vs previous 13F +10,583 shares

    1.56% of the 13F portfolio, value $11,199,827.

    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 1,250 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,281,388.

    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).