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Disclosery

Oak Root LLC: AVEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oak Root LLC on AVEM, newest first. How the timeline and the estimate are built.

Oak Root LLC held 1,075,466 AVEM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,075,466 shares
    Change vs previous 13F 0 shares

    11.15% of the 13F portfolio, value $101,115,313.

    13F-HR 0002085853-26-001140 filed by Oak Root LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,075,466 shares
    Change vs previous 13F 0 shares

    11.45% of the 13F portfolio, value $103,771,714.

    13F-HR 0002085853-26-000708 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,075,466 shares
    Change vs previous 13F 0 shares

    10.57% of the 13F portfolio, value $86,661,050.

    13F-HR 0002085853-26-000342 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,075,466 shares
    Change vs previous 13F -91,749 shares

    10.01% of the 13F portfolio, value $82,832,391.

    13F-HR 0002085853-26-000048 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,167,215 shares
    Change vs previous 13F 0 shares

    10.15% of the 13F portfolio, value $87,669,519.

    13F-HR 0002085853-25-000090 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,167,215 shares
    Change vs previous 13F -6,806 shares

    9.91% of the 13F portfolio, value $80,000,916.

    13F-HR 0001667731-25-000801 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,174,021 shares
    Change vs previous 13F +5,180 shares

    9.47% of the 13F portfolio, value $70,640,844.

    13F-HR 0001667731-25-000399 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,168,841 shares
    Change vs previous 13F not available

    8.95% of the 13F portfolio, value $68,716,162.

    13F-HR 0001667731-25-000189 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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