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Disclosery

&PARTNERS: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on OEF, newest first. How the timeline and the estimate are built.

&PARTNERS held 68,534 OEF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,534 shares
    Change vs previous 13F -18,826 shares

    0.1% of the 13F portfolio, value $24,852,726.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 87,360 shares
    Change vs previous 13F -642 shares

    0.14% of the 13F portfolio, value $27,792,588.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 88,002 shares
    Change vs previous 13F +3,301 shares

    0.16% of the 13F portfolio, value $30,214,017.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 84,701 shares
    Change vs previous 13F +19,653 shares

    0.18% of the 13F portfolio, value $28,187,432.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 65,048 shares
    Change vs previous 13F +36,054 shares

    0.15% of the 13F portfolio, value $19,800,727.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 28,994 shares
    Change vs previous 13F +8,153 shares

    0.08% of the 13F portfolio, value $7,806,263.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 20,841 shares
    Change vs previous 13F +9,118 shares

    0.07% of the 13F portfolio, value $6,074,245.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 11,723 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,244,395.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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