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Disclosery

Running Oak Capital LLC: FDS position timeline

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

Running Oak Capital LLC held 43,929 FDS 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 43,929 shares
    Change vs previous 13F -9,283 shares

    1.72% of the 13F portfolio, value $10,107,184.

    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 53,212 shares
    Change vs previous 13F +9,798 shares

    1.56% of the 13F portfolio, value $11,546,472.

    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 43,414 shares
    Change vs previous 13F +2,079 shares

    1.58% of the 13F portfolio, value $12,598,308.

    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 41,335 shares
    Change vs previous 13F +5,072 shares

    1.33% of the 13F portfolio, value $11,842,064.

    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 36,263 shares
    Change vs previous 13F +2,365 shares

    1.8% of the 13F portfolio, value $16,219,715.

    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 33,898 shares
    Change vs previous 13F +3,988 shares

    1.86% of the 13F portfolio, value $15,411,388.

    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 29,910 shares
    Change vs previous 13F +1,353 shares

    1.88% of the 13F portfolio, value $14,365,182.

    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 28,557 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $13,131,937.

    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).