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Disclosery

Bull Oak Capital, LLC: SHV position timeline

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

Bull Oak Capital, LLC held 251,810 SHV 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 251,810 shares
    Change vs previous 13F -2,324 shares

    9.26% of the 13F portfolio, value $27,787,288.

    13F-HR 0001824263-26-000004 filed by Bull 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 ended2026-03-31
    13F 254,134 shares
    Change vs previous 13F +32,870 shares

    10.78% of the 13F portfolio, value $28,053,852.

    13F-HR 0001824263-26-000003 filed by Bull 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 ended2025-12-31
    13F 221,264 shares
    Change vs previous 13F +7,575 shares

    9.96% of the 13F portfolio, value $24,372,230.

    13F-HR 0001824263-26-000001 filed by Bull Oak Capital, 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 213,689 shares
    Change vs previous 13F -2,412 shares

    10.03% of the 13F portfolio, value $23,610,498.

    13F-HR 0001824263-25-000008 filed by Bull Oak Capital, 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 216,101 shares
    Change vs previous 13F +31,418 shares

    10.87% of the 13F portfolio, value $23,861,826.

    13F-HR 0001824263-25-000002 filed by Bull Oak Capital, 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 184,683 shares
    Change vs previous 13F +53,963 shares

    11.12% of the 13F portfolio, value $20,400,117.

    13F-HR 0002054264-25-000012 filed by Bull Oak Capital, 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 130,720 shares
    Change vs previous 13F +98,948 shares

    8% of the 13F portfolio, value $14,393,627.

    13F-HR 0001824263-25-000001 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 31,772 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,514,933.

    13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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