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Disclosery

OAK RIDGE INVESTMENTS LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAK RIDGE INVESTMENTS LLC on WSO, newest first. How the timeline and the estimate are built.

OAK RIDGE INVESTMENTS LLC held 0 WSO shares at 2025-09-30 per its 13F-HR filed 2025-10-29.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,908 shares

    13F-HR 0001172661-25-004477 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 1,908 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $842,611.

    13F-HR 0001172661-25-002726 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 1,903 shares
    Change vs previous 13F -36 shares

    0.08% of the 13F portfolio, value $967,295.

    13F-HR 0001172661-25-001733 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 1,939 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $918,873.

    13F-HR 0001172661-25-000200 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 1,936 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $952,280.

    13F-HR 0001172661-24-004384 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).