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Disclosery

Oak Harvest Investment Services: FTI position timeline

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

Oak Harvest Investment Services held 66,112 FTI 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 66,112 shares
    Change vs previous 13F -26,471 shares

    0.41% of the 13F portfolio, value $4,383,226.

    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 92,583 shares
    Change vs previous 13F -12,693 shares

    0.67% of the 13F portfolio, value $6,400,263.

    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 105,276 shares
    Change vs previous 13F +5,608 shares

    0.51% of the 13F portfolio, value $4,691,099.

    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 99,668 shares
    Change vs previous 13F -421 shares

    0.46% of the 13F portfolio, value $3,931,903.

    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 100,089 shares
    Change vs previous 13F -18,935 shares

    0.43% of the 13F portfolio, value $3,447,065.

    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 119,024 shares
    Change vs previous 13F +9,655 shares

    0.53% of the 13F portfolio, value $3,771,871.

    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 109,369 shares
    Change vs previous 13F +5,707 shares

    0.44% of the 13F portfolio, value $3,165,139.

    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 103,662 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,719,054.

    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).