Skip to content
Disclosery

Oak Harvest Investment Services: DE position timeline

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

Oak Harvest Investment Services held 2,444 DE 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 2,444 shares
    Change vs previous 13F -11,759 shares

    0.14% of the 13F portfolio, value $1,550,328.

    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 14,203 shares
    Change vs previous 13F -2,269 shares

    0.84% of the 13F portfolio, value $8,000,524.

    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 16,472 shares
    Change vs previous 13F +15,405 shares

    0.84% of the 13F portfolio, value $7,669,095.

    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 1,067 shares
    Change vs previous 13F -21,134 shares

    0.06% of the 13F portfolio, value $487,823.

    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 22,201 shares
    Change vs previous 13F +14,944 shares

    1.41% of the 13F portfolio, value $11,288,792.

    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 7,257 shares
    Change vs previous 13F +2,454 shares

    0.48% of the 13F portfolio, value $3,405,842.

    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 4,803 shares
    Change vs previous 13F -518 shares

    0.28% of the 13F portfolio, value $2,035,228.

    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 5,321 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,220,451.

    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).