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Disclosery

Oak Harvest Investment Services: DOCU position timeline

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

Oak Harvest Investment Services held 0 DOCU shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -19,699 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 19,699 shares
    Change vs previous 13F -1,775 shares

    0.17% of the 13F portfolio, value $1,420,101.

    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).

  3. period ended2025-06-30
    13F 21,474 shares
    Change vs previous 13F -2,602 shares

    0.21% of the 13F portfolio, value $1,672,610.

    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).

  4. period ended2025-03-31
    13F 24,076 shares
    Change vs previous 13F +5,306 shares

    0.27% of the 13F portfolio, value $1,959,786.

    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).

  5. period ended2024-12-31
    13F 18,770 shares
    Change vs previous 13F +7,770 shares

    0.24% of the 13F portfolio, value $1,688,174.

    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).

  6. period ended2024-09-30
    13F 11,000 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $682,990.

    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).