Oak Harvest Investment Services: EW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oak Harvest Investment Services on EW, newest first. How the timeline and the estimate are built.
Oak Harvest Investment Services held 15,000 EW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 15,000 sharesChange vs previous 13F -33,602 shares
0.13% of the 13F portfolio, value $1,356,900.
13F-HR 0001839430-26-000006 filed by Oak Harvest Investment Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 48,602 sharesChange vs previous 13F +8,666 shares
0.41% of the 13F portfolio, value $3,892,048.
13F-HR 0001839430-26-000004 filed by Oak Harvest Investment Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,936 sharesChange vs previous 13F +10,111 shares
0.37% of the 13F portfolio, value $3,404,544.
13F-HR 0001839430-26-000001 filed by Oak Harvest Investment Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,825 sharesChange vs previous 13F +1,139 shares
0.27% of the 13F portfolio, value $2,319,490.
13F-HR 0001839430-25-000007 filed by Oak Harvest Investment Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,686 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $2,243,532.
13F-HR 0001839430-25-000005 filed by Oak Harvest Investment Services
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).