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Disclosery

Oak Harvest Investment Services: SPYG position timeline

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

Oak Harvest Investment Services held 56,438 SPYG 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 56,438 shares
    Change vs previous 13F -2,830 shares

    0.63% of the 13F portfolio, value $6,715,590.

    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 59,268 shares
    Change vs previous 13F -9,750 shares

    0.61% of the 13F portfolio, value $5,802,925.

    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 69,018 shares
    Change vs previous 13F -5,859 shares

    0.8% of the 13F portfolio, value $7,364,266.

    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 74,877 shares
    Change vs previous 13F -2,346 shares

    0.91% of the 13F portfolio, value $7,825,408.

    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 77,223 shares
    Change vs previous 13F -6,594 shares

    0.92% of the 13F portfolio, value $7,360,874.

    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 83,817 shares
    Change vs previous 13F -1,660 shares

    0.94% of the 13F portfolio, value $6,736,395.

    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 85,477 shares
    Change vs previous 13F -46,949 shares

    1.05% of the 13F portfolio, value $7,513,432.

    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 132,426 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $10,983,394.

    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).