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Disclosery

Oak Harvest Investment Services: SUB position timeline

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

Oak Harvest Investment Services held 130,615 SUB 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 130,615 shares
    Change vs previous 13F +6,553 shares

    1.3% of the 13F portfolio, value $13,906,558.

    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 124,062 shares
    Change vs previous 13F +3,245 shares

    1.38% of the 13F portfolio, value $13,212,626.

    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 120,817 shares
    Change vs previous 13F +8,682 shares

    1.41% of the 13F portfolio, value $12,891,211.

    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 112,135 shares
    Change vs previous 13F +2,639 shares

    1.4% of the 13F portfolio, value $11,973,799.

    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 109,496 shares
    Change vs previous 13F +8,404 shares

    1.46% of the 13F portfolio, value $11,643,755.

    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 101,092 shares
    Change vs previous 13F +9,264 shares

    1.49% of the 13F portfolio, value $10,675,302.

    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 91,828 shares
    Change vs previous 13F +6,528 shares

    1.35% of the 13F portfolio, value $9,686,014.

    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 85,300 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $9,057,963.

    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).