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Disclosery

Oak Harvest Investment Services: PEP position timeline

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

Oak Harvest Investment Services held 54,039 PEP 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 54,039 shares
    Change vs previous 13F +470 shares

    0.68% of the 13F portfolio, value $7,316,909.

    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 53,569 shares
    Change vs previous 13F +2,671 shares

    0.87% of the 13F portfolio, value $8,318,798.

    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 50,898 shares
    Change vs previous 13F +708 shares

    0.8% of the 13F portfolio, value $7,304,874.

    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 50,190 shares
    Change vs previous 13F +24,585 shares

    0.82% of the 13F portfolio, value $7,048,674.

    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 25,605 shares
    Change vs previous 13F -15,816 shares

    0.42% of the 13F portfolio, value $3,380,945.

    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 41,421 shares
    Change vs previous 13F +1,489 shares

    0.87% of the 13F portfolio, value $6,210,633.

    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 39,932 shares
    Change vs previous 13F -28,853 shares

    0.85% of the 13F portfolio, value $6,072,113.

    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 68,785 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $11,696,959.

    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).