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Disclosery

Oak Harvest Investment Services: VTV position timeline

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

Oak Harvest Investment Services held 32,002 VTV 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 32,002 shares
    Change vs previous 13F -1,048 shares

    0.65% of the 13F portfolio, value $6,974,116.

    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 33,050 shares
    Change vs previous 13F -1,277 shares

    0.68% of the 13F portfolio, value $6,484,323.

    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 34,327 shares
    Change vs previous 13F +3,324 shares

    0.71% of the 13F portfolio, value $6,556,196.

    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 31,003 shares
    Change vs previous 13F +2,148 shares

    0.67% of the 13F portfolio, value $5,781,836.

    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 28,855 shares
    Change vs previous 13F +677 shares

    0.64% of the 13F portfolio, value $5,099,816.

    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 28,178 shares
    Change vs previous 13F +2,213 shares

    0.68% of the 13F portfolio, value $4,867,530.

    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 25,965 shares
    Change vs previous 13F +4,691 shares

    0.61% of the 13F portfolio, value $4,395,811.

    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 21,274 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,713,778.

    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).