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Disclosery

Oak Thistle LLC: CMS position timeline

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

Oak Thistle LLC held 0 CMS 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 0 shares
    Change vs previous 13F -20,567 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 20,567 shares
    Change vs previous 13F -32,118 shares

    0.15% of the 13F portfolio, value $1,595,588.

    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 52,685 shares
    Change vs previous 13F +43,994 shares

    0.51% of the 13F portfolio, value $3,684,260.

    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 8,691 shares
    Change vs previous 13F -13,350 shares

    0.1% of the 13F portfolio, value $636,703.

    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 22,041 shares
    Change vs previous 13F -2,610 shares

    0.22% of the 13F portfolio, value $1,527,001.

    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 24,651 shares
    Change vs previous 13F +15,085 shares

    0.37% of the 13F portfolio, value $1,851,536.

    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 9,566 shares
    Change vs previous 13F +3,309 shares

    0.19% of the 13F portfolio, value $637,574.

    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 6,257 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $441,932.

    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).