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Disclosery

Oak Harvest Investment Services: NTRS position timeline

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

Oak Harvest Investment Services held 6,772 NTRS 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 6,772 shares
    Change vs previous 13F -53 shares

    0.11% of the 13F portfolio, value $1,177,234.

    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 6,825 shares
    Change vs previous 13F -41,171 shares

    0.1% of the 13F portfolio, value $952,515.

    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 47,996 shares
    Change vs previous 13F -27,608 shares

    0.71% of the 13F portfolio, value $6,555,715.

    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 75,604 shares
    Change vs previous 13F -40,541 shares

    1.19% of the 13F portfolio, value $10,176,305.

    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 116,145 shares
    Change vs previous 13F -6,456 shares

    1.84% of the 13F portfolio, value $14,726,044.

    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 122,601 shares
    Change vs previous 13F +9,286 shares

    1.69% of the 13F portfolio, value $12,094,625.

    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 113,315 shares
    Change vs previous 13F +3,417 shares

    1.62% of the 13F portfolio, value $11,614,740.

    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 109,898 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $9,894,117.

    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).