Skip to content
Disclosery

Oak Harvest Investment Services: VIG position timeline

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

Oak Harvest Investment Services held 60,209 VIG 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 60,209 shares
    Change vs previous 13F -2,041 shares

    1.33% of the 13F portfolio, value $14,246,569.

    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 62,250 shares
    Change vs previous 13F -1,993 shares

    1.4% of the 13F portfolio, value $13,387,571.

    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 64,243 shares
    Change vs previous 13F +190 shares

    1.54% of the 13F portfolio, value $14,119,287.

    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 64,053 shares
    Change vs previous 13F -360 shares

    1.61% of the 13F portfolio, value $13,821,941.

    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 64,413 shares
    Change vs previous 13F -1,530 shares

    1.65% of the 13F portfolio, value $13,183,446.

    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 65,943 shares
    Change vs previous 13F -2,119 shares

    1.79% of the 13F portfolio, value $12,792,316.

    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 68,062 shares
    Change vs previous 13F -4,044 shares

    1.86% of the 13F portfolio, value $13,328,506.

    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 72,106 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $14,281,249.

    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).