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Disclosery

Oak Harvest Investment Services: IWY position timeline

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

Oak Harvest Investment Services held 31,172 IWY 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 31,172 shares
    Change vs previous 13F -1,066 shares

    0.85% of the 13F portfolio, value $9,059,344.

    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 32,238 shares
    Change vs previous 13F +1,984 shares

    0.84% of the 13F portfolio, value $8,021,995.

    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 30,254 shares
    Change vs previous 13F +2,341 shares

    0.91% of the 13F portfolio, value $8,378,584.

    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 27,913 shares
    Change vs previous 13F +1,797 shares

    0.89% of the 13F portfolio, value $7,638,323.

    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 26,116 shares
    Change vs previous 13F +1,461 shares

    0.81% of the 13F portfolio, value $6,437,750.

    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 24,655 shares
    Change vs previous 13F +2,704 shares

    0.73% of the 13F portfolio, value $5,200,723.

    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 21,951 shares
    Change vs previous 13F +5,196 shares

    0.72% of the 13F portfolio, value $5,164,304.

    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 16,755 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,687,015.

    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).