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Disclosery

Oak Root LLC: AVUS position timeline

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

Oak Root LLC held 2,905,949 AVUS 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 2,905,949 shares
    Change vs previous 13F 0 shares

    41.03% of the 13F portfolio, value $372,223,007.

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

  2. period ended2026-06-30
    13F 2,905,949 shares
    Change vs previous 13F 0 shares

    41.07% of the 13F portfolio, value $372,193,948.

    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 2,905,949 shares
    Change vs previous 13F 0 shares

    39.4% of the 13F portfolio, value $323,083,410.

    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 2,905,949 shares
    Change vs previous 13F -126,756 shares

    39.27% of the 13F portfolio, value $324,826,979.

    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 3,032,705 shares
    Change vs previous 13F 0 shares

    38.18% of the 13F portfolio, value $329,655,034.

    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 3,032,705 shares
    Change vs previous 13F -17,022 shares

    37.87% of the 13F portfolio, value $305,757,318.

    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 3,049,727 shares
    Change vs previous 13F +13,125 shares

    37.76% of the 13F portfolio, value $281,733,780.

    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 3,036,602 shares
    Change vs previous 13F not available

    38.32% of the 13F portfolio, value $294,337,832.

    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).