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Disclosery

Oak Thistle LLC: AMG position timeline

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

Oak Thistle LLC held 5,106 AMG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,106 shares
    Change vs previous 13F -26,729 shares

    0.17% of the 13F portfolio, value $1,727,871.

    13F-HR 0001755987-26-000006 filed by Oak Thistle LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,835 shares
    Change vs previous 13F +23,135 shares

    0.86% of the 13F portfolio, value $8,808,744.

    13F-HR 0001755987-26-000004 filed by Oak Thistle LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,700 shares
    Change vs previous 13F +5,742 shares

    0.35% of the 13F portfolio, value $2,508,036.

    13F-HR 0001755987-26-000002 filed by Oak Thistle LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,958 shares
    Change vs previous 13F -785 shares

    0.11% of the 13F portfolio, value $705,276.

    13F-HR 0001755987-25-000008 filed by Oak Thistle LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,743 shares
    Change vs previous 13F +114 shares

    0.11% of the 13F portfolio, value $736,509.

    13F-HR 0001755987-25-000006 filed by Oak Thistle LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,629 shares
    Change vs previous 13F +888 shares

    0.12% of the 13F portfolio, value $609,781.

    13F-HR 0001755987-25-000005 filed by Oak Thistle LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,741 shares
    Change vs previous 13F -375 shares

    0.15% of the 13F portfolio, value $506,866.

    13F-HR 0001755987-25-000001 filed by Oak Thistle LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,116 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $554,025.

    13F-HR 0001755987-24-000007 filed by Oak Thistle LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).