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Oak Harvest Investment Services: FN position timeline

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

Oak Harvest Investment Services held 4,348 FN 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 4,348 shares
    Change vs previous 13F -2,995 shares

    0.23% of the 13F portfolio, value $2,443,924.

    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 7,343 shares
    Change vs previous 13F -1,889 shares

    0.4% of the 13F portfolio, value $3,829,521.

    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 9,232 shares
    Change vs previous 13F +1,876 shares

    0.46% of the 13F portfolio, value $4,203,145.

    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 7,356 shares
    Change vs previous 13F -2,064 shares

    0.31% of the 13F portfolio, value $2,682,145.

    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 9,420 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,775,886.

    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).