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Oak Assocs Funds Fund Pin Aggr
Q4 2018 vs Q4 2025
Comparing institutional holders between quarters
Quarters
Q4 2025
Q4 2018
Q2 2014
Q1 2014
Q4 2013
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
1
New
0
Closed
0
Increased
0
Decreased
0
Unchanged
1
No Data
Sort by
Q4 2025 shares — high to low
Q4 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q4 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Kohmann Bosshard Financial Services, LLC
NEW
Shares
17
Change
+17
Value
$1.4K
Filed 2026-01-30
Lake Point Wealth Management
N/A
Shares
—
from 232
Change
-232
(-100%)
Value
—
Institution
Status
Q4 2025 ↓
Q4 2018
Change
% Change
Q4 2018 Value
Q4 2025 Value
Value Change
Filed
Kohmann Bosshard Financial Services, LLC
NEW
17
—
+17
—
—
$1.4K
—
2026-01-30
Lake Point Wealth Management
N/A
—
232
-232
-100%
$14
—
—
—
Showing 2 of 2 institutions