Oak Harvest Investment Services
Holdings in CFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,831,184 | 46,049 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $5,583,204 | 44,042 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $5,486,858 | 42,686 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $5,184,406 | 41,409 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $5,298,579 | 39,468 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $4,145,531 | 37,060 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $2,916,882 | 28,701 | Shares | Sole | 2024-10-24 |
| 2024-03-31 | $3,647,830 | 32,405 | Shares | Sole | 2024-10-24 |