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Disclosery

Oak Root LLC: AVLC position timeline

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

Oak Root LLC held 2,008,725 AVLC 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 2,008,725 shares
    Change vs previous 13F 0 shares

    19.99% of the 13F portfolio, value $181,327,606.

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

  2. period ended2026-06-30
    13F 2,008,725 shares
    Change vs previous 13F -342,732 shares

    19.94% of the 13F portfolio, value $180,704,901.

    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 2,351,457 shares
    Change vs previous 13F -85,700 shares

    22.24% of the 13F portfolio, value $182,355,490.

    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 2,437,157 shares
    Change vs previous 13F -235,818 shares

    23.16% of the 13F portfolio, value $191,609,283.

    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 2,672,975 shares
    Change vs previous 13F -47,645 shares

    23.68% of the 13F portfolio, value $204,509,317.

    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 2,720,620 shares
    Change vs previous 13F -172,150 shares

    23.94% of the 13F portfolio, value $193,272,845.

    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 2,892,770 shares
    Change vs previous 13F -15,900 shares

    24.89% of the 13F portfolio, value $185,715,834.

    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 2,908,670 shares
    Change vs previous 13F not available

    25.58% of the 13F portfolio, value $196,480,659.

    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).