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Disclosery

Running Oak Capital LLC: IR position timeline

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

Running Oak Capital LLC held 134,248 IR 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 134,248 shares
    Change vs previous 13F -20,557 shares

    1.88% of the 13F portfolio, value $11,006,993.

    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 154,805 shares
    Change vs previous 13F -28,063 shares

    1.67% of the 13F portfolio, value $12,402,957.

    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 182,868 shares
    Change vs previous 13F -14,068 shares

    1.82% of the 13F portfolio, value $14,486,803.

    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 196,936 shares
    Change vs previous 13F +6,275 shares

    1.83% of the 13F portfolio, value $16,270,853.

    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 190,661 shares
    Change vs previous 13F +11,673 shares

    1.76% of the 13F portfolio, value $15,859,182.

    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 178,988 shares
    Change vs previous 13F +33,684 shares

    1.73% of the 13F portfolio, value $14,324,410.

    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 145,304 shares
    Change vs previous 13F +4,230 shares

    1.72% of the 13F portfolio, value $13,144,201.

    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 141,074 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $13,847,824.

    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).