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Disclosery

Oak Root LLC: VXF position timeline

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

Oak Root LLC held 1,092,060 VXF 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 1,092,060 shares
    Change vs previous 13F +1,085,477 shares

    0.17% of the 13F portfolio, value $1,524,820.

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

  2. period ended2026-06-30
    13F 6,583 shares
    Change vs previous 13F -8 shares

    0.18% of the 13F portfolio, value $1,620,800.

    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 6,591 shares
    Change vs previous 13F -3,654 shares

    0.17% of the 13F portfolio, value $1,356,428.

    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 10,245 shares
    Change vs previous 13F -1,467 shares

    0.26% of the 13F portfolio, value $2,142,434.

    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 11,712 shares
    Change vs previous 13F -301 shares

    0.28% of the 13F portfolio, value $2,451,790.

    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 12,013 shares
    Change vs previous 13F -36,739 shares

    0.29% of the 13F portfolio, value $2,315,025.

    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 48,752 shares
    Change vs previous 13F +5,650 shares

    1.13% of the 13F portfolio, value $8,398,020.

    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 43,102 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $8,188,518.

    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).