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Disclosery

Oak Harvest Investment Services: PM position timeline

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

Oak Harvest Investment Services held 52,446 PM 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 52,446 shares
    Change vs previous 13F +15,703 shares

    0.89% of the 13F portfolio, value $9,487,998.

    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 36,743 shares
    Change vs previous 13F +6,624 shares

    0.63% of the 13F portfolio, value $6,075,164.

    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 30,119 shares
    Change vs previous 13F +5,807 shares

    0.53% of the 13F portfolio, value $4,831,162.

    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 24,312 shares
    Change vs previous 13F +22,551 shares

    0.46% of the 13F portfolio, value $3,943,342.

    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 1,761 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $320,683.

    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 1,748 shares
    Change vs previous 13F -38 shares

    0.04% of the 13F portfolio, value $277,463.

    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 1,786 shares
    Change vs previous 13F +70 shares

    0.03% of the 13F portfolio, value $214,886.

    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 1,716 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $208,296.

    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).