Skip to content
Disclosery

Oak Harvest Investment Services: IBM position timeline

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

Oak Harvest Investment Services held 20,195 IBM 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 20,195 shares
    Change vs previous 13F +1,084 shares

    0.53% of the 13F portfolio, value $5,679,061.

    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 19,111 shares
    Change vs previous 13F +2,791 shares

    0.48% of the 13F portfolio, value $4,632,305.

    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 16,320 shares
    Change vs previous 13F +2,119 shares

    0.53% of the 13F portfolio, value $4,834,002.

    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 14,201 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,006,825.

    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).