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Disclosery

Oak Harvest Investment Services: VGSH position timeline

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

Oak Harvest Investment Services held 1,284,004 VGSH 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 1,284,004 shares
    Change vs previous 13F +56,727 shares

    6.99% of the 13F portfolio, value $74,729,049.

    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 1,227,277 shares
    Change vs previous 13F +273,755 shares

    7.5% of the 13F portfolio, value $71,844,798.

    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 953,522 shares
    Change vs previous 13F +73,943 shares

    6.11% of the 13F portfolio, value $56,000,318.

    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 879,579 shares
    Change vs previous 13F +27,238 shares

    6.04% of the 13F portfolio, value $51,763,208.

    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 852,341 shares
    Change vs previous 13F +23,701 shares

    6.28% of the 13F portfolio, value $50,100,617.

    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 828,640 shares
    Change vs previous 13F +36,431 shares

    6.79% of the 13F portfolio, value $48,632,868.

    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 792,209 shares
    Change vs previous 13F +32,662 shares

    6.43% of the 13F portfolio, value $46,090,692.

    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 759,547 shares
    Change vs previous 13F not available

    6.45% of the 13F portfolio, value $44,828,440.

    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).