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Disclosery

Oak Harvest Investment Services: HD position timeline

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

Oak Harvest Investment Services held 27,170 HD 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 27,170 shares
    Change vs previous 13F +838 shares

    0.9% of the 13F portfolio, value $9,582,149.

    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 26,332 shares
    Change vs previous 13F +1,053 shares

    0.9% of the 13F portfolio, value $8,660,476.

    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 25,279 shares
    Change vs previous 13F -7,867 shares

    0.95% of the 13F portfolio, value $8,698,635.

    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 33,146 shares
    Change vs previous 13F +748 shares

    1.57% of the 13F portfolio, value $13,430,365.

    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 32,398 shares
    Change vs previous 13F +1,352 shares

    1.49% of the 13F portfolio, value $11,878,231.

    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 31,046 shares
    Change vs previous 13F +3,389 shares

    1.59% of the 13F portfolio, value $11,377,881.

    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 27,657 shares
    Change vs previous 13F +302 shares

    1.5% of the 13F portfolio, value $10,758,304.

    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 27,355 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $11,084,370.

    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).