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Disclosery

Oak Root LLC: IDEV position timeline

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

Oak Root LLC held 171,318 IDEV 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 171,318 shares
    Change vs previous 13F 0 shares

    1.69% of the 13F portfolio, value $15,329,535.

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

  2. period ended2026-06-30
    13F 171,318 shares
    Change vs previous 13F -50,198 shares

    1.68% of the 13F portfolio, value $15,249,015.

    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 221,516 shares
    Change vs previous 13F +44,328 shares

    2.26% of the 13F portfolio, value $18,512,092.

    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 177,188 shares
    Change vs previous 13F -18,388 shares

    1.77% of the 13F portfolio, value $14,614,466.

    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 195,576 shares
    Change vs previous 13F -3,575 shares

    1.82% of the 13F portfolio, value $15,679,328.

    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 199,151 shares
    Change vs previous 13F +18,939 shares

    1.88% of the 13F portfolio, value $15,143,442.

    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 180,212 shares
    Change vs previous 13F -99,595 shares

    1.66% of the 13F portfolio, value $12,414,805.

    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 279,807 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $18,039,157.

    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).