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Disclosery

Oak Harvest Investment Services: VYM position timeline

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

Oak Harvest Investment Services held 160,478 VYM 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 160,478 shares
    Change vs previous 13F -5,903 shares

    2.37% of the 13F portfolio, value $25,360,337.

    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 166,381 shares
    Change vs previous 13F -16,878 shares

    2.57% of the 13F portfolio, value $24,640,982.

    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 183,259 shares
    Change vs previous 13F +3,094 shares

    2.87% of the 13F portfolio, value $26,301,351.

    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 180,165 shares
    Change vs previous 13F +894 shares

    2.96% of the 13F portfolio, value $25,394,204.

    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 179,271 shares
    Change vs previous 13F -1,608 shares

    2.99% of the 13F portfolio, value $23,898,675.

    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 180,879 shares
    Change vs previous 13F -5,024 shares

    3.26% of the 13F portfolio, value $23,326,204.

    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 185,903 shares
    Change vs previous 13F +85 shares

    3.31% of the 13F portfolio, value $23,719,343.

    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 185,818 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $23,821,884.

    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).