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Disclosery

Oak Harvest Investment Services: EXE position timeline

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

Oak Harvest Investment Services held 2,775 EXE 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 2,775 shares
    Change vs previous 13F -75,786 shares

    0.02% of the 13F portfolio, value $253,053.

    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 78,561 shares
    Change vs previous 13F +6,342 shares

    0.9% of the 13F portfolio, value $8,624,445.

    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 72,219 shares
    Change vs previous 13F +69,673 shares

    0.87% of the 13F portfolio, value $7,970,114.

    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 2,546 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $270,528.

    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 2,526 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $295,380.

    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 2,514 shares
    Change vs previous 13F -560 shares

    0.04% of the 13F portfolio, value $279,813.

    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 3,074 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $306,066.

    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).