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Running Oak Capital LLC: BRO position timeline

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

Running Oak Capital LLC held 173,245 BRO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,245 shares
    Change vs previous 13F -20,450 shares

    1.89% of the 13F portfolio, value $11,113,670.

    13F-HR 0001803994-26-000003 filed by Running Oak Capital 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 193,695 shares
    Change vs previous 13F +25,552 shares

    1.71% of the 13F portfolio, value $12,630,871.

    13F-HR 0001803994-26-000002 filed by Running Oak Capital 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 168,143 shares
    Change vs previous 13F +572 shares

    1.68% of the 13F portfolio, value $13,401,002.

    13F-HR 0001803994-26-000001 filed by Running Oak Capital 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 167,571 shares
    Change vs previous 13F +15,531 shares

    1.76% of the 13F portfolio, value $15,716,489.

    13F-HR 0001803994-25-000014 filed by Running Oak Capital 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 152,040 shares
    Change vs previous 13F +11,550 shares

    1.87% of the 13F portfolio, value $16,856,682.

    13F-HR 0001803994-25-000004 filed by Running Oak Capital 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 140,490 shares
    Change vs previous 13F +731 shares

    2.11% of the 13F portfolio, value $17,476,963.

    13F-HR 0001803994-25-000003 filed by Running Oak Capital 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 139,759 shares
    Change vs previous 13F +8,688 shares

    1.86% of the 13F portfolio, value $14,258,219.

    13F-HR 0001803994-25-000001 filed by Running Oak Capital 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 131,071 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $13,578,962.

    13F-HR 0001803994-24-000006 filed by Running Oak Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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