Skip to content
Disclosery

Oak Harvest Investment Services: BRK-B position timeline

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

Oak Harvest Investment Services held 2,777 BRK-B 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 2,777 shares
    Change vs previous 13F -129 shares

    0.13% of the 13F portfolio, value $1,389,583.

    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 2,906 shares
    Change vs previous 13F -191 shares

    0.15% of the 13F portfolio, value $1,392,555.

    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 3,097 shares
    Change vs previous 13F -17 shares

    0.17% of the 13F portfolio, value $1,556,707.

    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 3,114 shares
    Change vs previous 13F +20 shares

    0.18% of the 13F portfolio, value $1,565,532.

    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 3,094 shares
    Change vs previous 13F +27 shares

    0.19% of the 13F portfolio, value $1,502,972.

    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 3,067 shares
    Change vs previous 13F -282 shares

    0.23% of the 13F portfolio, value $1,633,423.

    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 3,349 shares
    Change vs previous 13F +135 shares

    0.21% of the 13F portfolio, value $1,518,035.

    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 3,214 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,479,276.

    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).