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Disclosery

Oak Harvest Investment Services: VTIP position timeline

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

Oak Harvest Investment Services held 37,858 VTIP 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 37,858 shares
    Change vs previous 13F -58 shares

    0.18% of the 13F portfolio, value $1,901,589.

    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 37,916 shares
    Change vs previous 13F +8,204 shares

    0.2% of the 13F portfolio, value $1,893,903.

    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 29,712 shares
    Change vs previous 13F +3,329 shares

    0.16% of the 13F portfolio, value $1,469,554.

    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 26,383 shares
    Change vs previous 13F -157 shares

    0.16% of the 13F portfolio, value $1,335,754.

    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 26,540 shares
    Change vs previous 13F +3,205 shares

    0.17% of the 13F portfolio, value $1,334,170.

    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 23,335 shares
    Change vs previous 13F +4,078 shares

    0.16% of the 13F portfolio, value $1,164,428.

    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 19,257 shares
    Change vs previous 13F +3,276 shares

    0.13% of the 13F portfolio, value $932,435.

    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 15,981 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $788,037.

    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).