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Disclosery

Blue Oak Capital, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Oak Capital, LLC on IWB, newest first. How the timeline and the estimate are built.

Blue Oak Capital, LLC held 669 IWB shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 669 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $227,172.

    13F-HR 0001307125-25-000008 filed by Blue Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 669 shares
    Change vs previous 13F -1,238 shares

    0.11% of the 13F portfolio, value $205,209.

    13F-HR 0001307125-25-000006 filed by Blue Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,907 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $614,359.

    13F-HR 0001307125-25-000005 filed by Blue Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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