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Disclosery

Oak Harvest Investment Services: DIA position timeline

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

Oak Harvest Investment Services held 16,415 DIA 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 16,415 shares
    Change vs previous 13F -687 shares

    0.8% of the 13F portfolio, value $8,574,930.

    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 17,102 shares
    Change vs previous 13F -875 shares

    0.83% of the 13F portfolio, value $7,921,571.

    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 17,977 shares
    Change vs previous 13F -387 shares

    0.94% of the 13F portfolio, value $8,639,286.

    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 18,364 shares
    Change vs previous 13F -84 shares

    0.99% of the 13F portfolio, value $8,516,139.

    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 18,448 shares
    Change vs previous 13F -528 shares

    1.02% of the 13F portfolio, value $8,128,970.

    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 18,976 shares
    Change vs previous 13F -844 shares

    1.11% of the 13F portfolio, value $7,967,796.

    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 19,820 shares
    Change vs previous 13F -5,443 shares

    1.18% of the 13F portfolio, value $8,433,365.

    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 25,263 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $10,689,105.

    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).