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Disclosery

Stone Wealth Partners: OAKM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stone Wealth Partners on OAKM, newest first. How the timeline and the estimate are built.

Stone Wealth Partners held 12,962 OAKM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,962 shares
    Change vs previous 13F +2,839 shares

    0.27% of the 13F portfolio, value $365,140.

    13F-HR 0001754960-26-000549 filed by Stone Wealth 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 10,123 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $279,041.

    13F-HR 0001754960-26-000370 filed by Stone Wealth 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 10,123 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $287,088.

    13F-HR 0001754960-26-000192 filed by Stone Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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