Skip to content
Disclosery

Bull Oak Capital, LLC: VO position timeline

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

Bull Oak Capital, LLC held 34,496 VO 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 34,496 shares
    Change vs previous 13F +25,111 shares

    0.93% of the 13F portfolio, value $2,779,343.

    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 9,385 shares
    Change vs previous 13F -422 shares

    1.04% of the 13F portfolio, value $2,695,184.

    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 9,807 shares
    Change vs previous 13F -760 shares

    1.16% of the 13F portfolio, value $2,846,188.

    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 10,567 shares
    Change vs previous 13F -3,727 shares

    1.32% of the 13F portfolio, value $3,103,951.

    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 14,294 shares
    Change vs previous 13F -13,425 shares

    1.82% of the 13F portfolio, value $3,999,961.

    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 27,719 shares
    Change vs previous 13F +1,039 shares

    3.91% of the 13F portfolio, value $7,168,699.

    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 26,680 shares
    Change vs previous 13F +1,135 shares

    3.92% of the 13F portfolio, value $7,047,021.

    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 25,545 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $6,739,489.

    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).