Skip to content
Disclosery

Oak Harvest Investment Services: IVW position timeline

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

Oak Harvest Investment Services held 5,168 IVW 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 5,168 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $710,792.

    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 5,166 shares
    Change vs previous 13F -117 shares

    0.06% of the 13F portfolio, value $584,324.

    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 5,283 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $651,158.

    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 5,280 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $637,420.

    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 5,277 shares
    Change vs previous 13F +332 shares

    0.07% of the 13F portfolio, value $581,032.

    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 4,945 shares
    Change vs previous 13F -7 shares

    0.06% of the 13F portfolio, value $459,000.

    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 4,952 shares
    Change vs previous 13F +14 shares

    0.07% of the 13F portfolio, value $502,744.

    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 4,938 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $472,843.

    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).