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Disclosery

Oak Harvest Investment Services: PFF position timeline

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

Oak Harvest Investment Services held 0 PFF 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 0 shares
    Change vs previous 13F -370,881 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 370,881 shares
    Change vs previous 13F +27,878 shares

    1.17% of the 13F portfolio, value $11,245,108.

    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 343,003 shares
    Change vs previous 13F +13,032 shares

    1.16% of the 13F portfolio, value $10,619,384.

    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 329,971 shares
    Change vs previous 13F +13,317 shares

    1.22% of the 13F portfolio, value $10,433,692.

    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 316,654 shares
    Change vs previous 13F +11,767 shares

    1.22% of the 13F portfolio, value $9,714,941.

    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 304,887 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $9,369,165.

    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).