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Disclosery

Oak Thistle LLC: OTIS position timeline

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

Oak Thistle LLC held 57,323 OTIS 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 57,323 shares
    Change vs previous 13F -11,436 shares

    0.4% of the 13F portfolio, value $4,104,326.

    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 68,759 shares
    Change vs previous 13F +45,331 shares

    0.51% of the 13F portfolio, value $5,299,943.

    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 23,428 shares
    Change vs previous 13F +23,428 shares

    0.28% of the 13F portfolio, value $2,046,436.

    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 0 shares
    Change vs previous 13F -4,979 shares

    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).

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

  5. period ended2025-06-30
    13F 4,979 shares
    Change vs previous 13F +4,979 shares

    0.07% of the 13F portfolio, value $493,021.

    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 0 shares
    Change vs previous 13F -24,651 shares

    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).

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

  7. period ended2024-12-31
    13F 24,651 shares
    Change vs previous 13F +24,651 shares

    0.68% of the 13F portfolio, value $2,282,930.

    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 0 shares
    Change vs previous 13F not available

    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).

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