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Disclosery

Oak Harvest Investment Services: VUG position timeline

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

Oak Harvest Investment Services held 198,125 VUG 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 198,125 shares
    Change vs previous 13F +164,159 shares

    1.6% of the 13F portfolio, value $17,066,458.

    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 33,966 shares
    Change vs previous 13F +2,159 shares

    1.55% of the 13F portfolio, value $14,836,106.

    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 31,807 shares
    Change vs previous 13F +2,014 shares

    1.69% of the 13F portfolio, value $15,517,268.

    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 29,793 shares
    Change vs previous 13F +1,566 shares

    1.67% of the 13F portfolio, value $14,289,122.

    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 28,227 shares
    Change vs previous 13F +1,234 shares

    1.55% of the 13F portfolio, value $12,374,692.

    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 26,993 shares
    Change vs previous 13F +2,005 shares

    1.4% of the 13F portfolio, value $10,009,657.

    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 24,988 shares
    Change vs previous 13F +4,676 shares

    1.43% of the 13F portfolio, value $10,256,106.

    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 20,312 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $7,798,239.

    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).