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Disclosery

Oak Harvest Investment Services: SGOV position timeline

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

Oak Harvest Investment Services held 24,882 SGOV 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 24,882 shares
    Change vs previous 13F -475 shares

    0.23% of the 13F portfolio, value $2,504,861.

    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 25,357 shares
    Change vs previous 13F -170 shares

    0.27% of the 13F portfolio, value $2,552,476.

    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 25,527 shares
    Change vs previous 13F +4,167 shares

    0.28% of the 13F portfolio, value $2,562,430.

    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 21,360 shares
    Change vs previous 13F +810 shares

    0.25% of the 13F portfolio, value $2,150,959.

    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 20,550 shares
    Change vs previous 13F -1,184 shares

    0.26% of the 13F portfolio, value $2,069,161.

    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 21,734 shares
    Change vs previous 13F +3,056 shares

    0.31% of the 13F portfolio, value $2,187,934.

    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 18,678 shares
    Change vs previous 13F +4,557 shares

    0.26% of the 13F portfolio, value $1,873,770.

    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 14,121 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,422,253.

    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).