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Disclosery

Oak Root LLC: IEMG position timeline

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

Oak Root LLC held 147,059 IEMG 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 147,059 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $11,935,308.

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

  2. period ended2026-06-30
    13F 147,059 shares
    Change vs previous 13F -2,794 shares

    1.34% of the 13F portfolio, value $12,182,368.

    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 149,853 shares
    Change vs previous 13F -13,787 shares

    1.27% of the 13F portfolio, value $10,452,247.

    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 163,640 shares
    Change vs previous 13F -82,749 shares

    1.33% of the 13F portfolio, value $10,999,881.

    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 246,389 shares
    Change vs previous 13F -5,420 shares

    1.88% of the 13F portfolio, value $16,241,963.

    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 251,809 shares
    Change vs previous 13F -5,646 shares

    1.87% of the 13F portfolio, value $15,116,094.

    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 257,455 shares
    Change vs previous 13F -29,039 shares

    1.86% of the 13F portfolio, value $13,894,846.

    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 286,494 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $14,960,717.

    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).