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Disclosery

Oak Harvest Investment Services: MSFT position timeline

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

Oak Harvest Investment Services held 15,197 MSFT 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 15,197 shares
    Change vs previous 13F +538 shares

    0.53% of the 13F portfolio, value $5,668,678.

    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 14,659 shares
    Change vs previous 13F -29,857 shares

    0.57% of the 13F portfolio, value $5,426,311.

    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 44,516 shares
    Change vs previous 13F +19,655 shares

    2.35% of the 13F portfolio, value $21,529,057.

    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 24,861 shares
    Change vs previous 13F +11,195 shares

    1.5% of the 13F portfolio, value $12,876,986.

    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 13,666 shares
    Change vs previous 13F -87 shares

    0.85% of the 13F portfolio, value $6,797,743.

    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 13,753 shares
    Change vs previous 13F -10,720 shares

    0.72% of the 13F portfolio, value $5,162,671.

    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 24,473 shares
    Change vs previous 13F -3,439 shares

    1.44% of the 13F portfolio, value $10,315,364.

    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 27,912 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $12,010,587.

    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).