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Disclosery

Oak Harvest Investment Services: HLT position timeline

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

Oak Harvest Investment Services held 2,100 HLT 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 2,100 shares
    Change vs previous 13F -198 shares

    0.06% of the 13F portfolio, value $694,066.

    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 2,298 shares
    Change vs previous 13F -217 shares

    0.07% of the 13F portfolio, value $698,633.

    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 2,515 shares
    Change vs previous 13F -24 shares

    0.08% of the 13F portfolio, value $722,541.

    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 2,539 shares
    Change vs previous 13F -184 shares

    0.08% of the 13F portfolio, value $658,799.

    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 2,723 shares
    Change vs previous 13F -630 shares

    0.09% of the 13F portfolio, value $725,265.

    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 3,353 shares
    Change vs previous 13F +10 shares

    0.11% of the 13F portfolio, value $763,028.

    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 3,343 shares
    Change vs previous 13F -144 shares

    0.12% of the 13F portfolio, value $826,179.

    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 3,487 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $803,717.

    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).