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BLALOCK WILLIAMS, LLC: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BLALOCK WILLIAMS, LLC on OEF, newest first. How the timeline and the estimate are built.

BLALOCK WILLIAMS, LLC held 3,452 OEF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,452 shares
    Change vs previous 13F +909 shares

    0.82% of the 13F portfolio, value $1,262,983.

    13F-HR 0001951757-26-001139 filed by BLALOCK WILLIAMS, 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 2,543 shares
    Change vs previous 13F -7,226 shares

    0.63% of the 13F portfolio, value $808,852.

    13F-HR 0001951757-26-000866 filed by BLALOCK WILLIAMS, 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 9,769 shares
    Change vs previous 13F +974 shares

    2.68% of the 13F portfolio, value $3,350,474.

    13F-HR 0001951757-26-000331 filed by BLALOCK WILLIAMS, 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 8,795 shares
    Change vs previous 13F +3,407 shares

    2.56% of the 13F portfolio, value $2,927,328.

    13F-HR 0001951757-25-001202 filed by BLALOCK WILLIAMS, 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 5,388 shares
    Change vs previous 13F +1,144 shares

    1.64% of the 13F portfolio, value $1,639,838.

    13F-HR 0001951757-25-001271 filed by BLALOCK WILLIAMS, 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 4,244 shares
    Change vs previous 13F +2,834 shares

    1.29% of the 13F portfolio, value $1,149,403.

    13F-HR 0001951757-25-001272 filed by BLALOCK WILLIAMS, 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 1,410 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $407,278.

    13F-HR 0001951757-25-001273 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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