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Disclosery

Oak Harvest Investment Services: VGT position timeline

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

Oak Harvest Investment Services held 73,505 VGT 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 73,505 shares
    Change vs previous 13F +63,939 shares

    0.82% of the 13F portfolio, value $8,785,288.

    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 9,566 shares
    Change vs previous 13F +521 shares

    0.7% of the 13F portfolio, value $6,674,403.

    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 9,045 shares
    Change vs previous 13F +536 shares

    0.74% of the 13F portfolio, value $6,817,983.

    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 8,509 shares
    Change vs previous 13F +493 shares

    0.74% of the 13F portfolio, value $6,353,411.

    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 8,016 shares
    Change vs previous 13F +592 shares

    0.67% of the 13F portfolio, value $5,316,636.

    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 7,424 shares
    Change vs previous 13F +533 shares

    0.56% of the 13F portfolio, value $4,026,846.

    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 6,891 shares
    Change vs previous 13F +1,461 shares

    0.6% of the 13F portfolio, value $4,285,106.

    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 5,430 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,185,096.

    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).