Bull Oak Capital, LLC: GOVT position timeline

Bull Oak Capital, LLC held 185,121 GOVT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 185,121 shares

   Change vs previous 13F +6,534 shares

   1.4% of the 13F portfolio, value $4,217,058.

   13F-HR 0001824263-26-000004 filed by Bull Oak Capital, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 178,587 shares

   Change vs previous 13F +22,840 shares

   1.57% of the 13F portfolio, value $4,091,428.

   13F-HR 0001824263-26-000003 filed by Bull Oak Capital, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 155,747 shares

   Change vs previous 13F +5,483 shares

   1.46% of the 13F portfolio, value $3,586,075.

   13F-HR 0001824263-26-000001 filed by Bull Oak Capital, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 150,264 shares

   Change vs previous 13F +4,077 shares

   1.48% of the 13F portfolio, value $3,474,104.

   13F-HR 0001824263-25-000008 filed by Bull Oak Capital, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 146,187 shares

   Change vs previous 13F -55,087 shares

   1.53% of the 13F portfolio, value $3,359,388.

   13F-HR 0001824263-25-000002 filed by Bull Oak Capital, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 201,274 shares

   Change vs previous 13F -28,161 shares

   2.52% of the 13F portfolio, value $4,626,288.

   13F-HR 0002054264-25-000012 filed by Bull Oak Capital, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 229,435 shares

   Change vs previous 13F -153,958 shares

   2.93% of the 13F portfolio, value $5,272,427.

   13F-HR 0001824263-25-000001 filed by Bull Oak Capital, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 383,393 shares

   Change vs previous 13F not available

   5.16% of the 13F portfolio, value $8,990,566.

   13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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