Oak Harvest Investment Services (0001839430) Files 13F-HR Form with SEC
In its recent 13F-HR filing with the Securities and Exchange Commission, Oak Harvest Investment Services (0001839430) disclosed its holdings as of the reporting period, providing valuable insights into the investment decisions made by the firm. This filing is significant as it offers transparency into Oak Harvest’s portfolio composition, including any new positions taken or existing positions sold during the period. Investors and analysts often use 13F filings to track the investment strategies of institutional investors like Oak Harvest Investment Services.
Oak Harvest Investment Services is a financial advisory firm that focuses on providing personalized wealth management solutions to its clients. With a commitment to understanding each client’s unique financial goals, Oak Harvest offers a range of services, including investment management, retirement planning, and estate planning. For more information about Oak Harvest Investment Services, please visit their website here.
The 13F-HR filing submitted by Oak Harvest Investment Services falls under the category of SEC Form 13F, which requires institutional investment managers with assets under management above a certain threshold to disclose their holdings on a quarterly basis. This filing provides transparency into the investment decisions of institutional investors, allowing the public to track changes in their portfolios over time.
Read More:
Oak Harvest Investment Services (0001839430) Submits 13F-HR Filing to SEC
