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Disclosery

Oak Harvest Investment Services: SPYV position timeline

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

Oak Harvest Investment Services held 171,595 SPYV 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 171,595 shares
    Change vs previous 13F -6,808 shares

    0.98% of the 13F portfolio, value $10,431,258.

    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 178,403 shares
    Change vs previous 13F -9,582 shares

    1.05% of the 13F portfolio, value $10,094,055.

    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 187,985 shares
    Change vs previous 13F +2,368 shares

    1.16% of the 13F portfolio, value $10,679,449.

    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 185,617 shares
    Change vs previous 13F -1,552 shares

    1.2% of the 13F portfolio, value $10,270,171.

    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 187,169 shares
    Change vs previous 13F -5,087 shares

    1.23% of the 13F portfolio, value $9,796,408.

    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 192,256 shares
    Change vs previous 13F -8,926 shares

    1.37% of the 13F portfolio, value $9,818,528.

    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 201,182 shares
    Change vs previous 13F +24,014 shares

    1.43% of the 13F portfolio, value $10,288,439.

    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 177,168 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $9,365,110.

    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).