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Disclosery

Oak Asset Management, LLC: WM position timeline

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

Oak Asset Management, LLC held 9,896 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,896 shares
    Change vs previous 13F -271 shares

    0.71% of the 13F portfolio, value $2,205,620.

    13F-HR 0001726375-26-000003 filed by Oak Asset Management, 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 10,167 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $2,336,275.

    13F-HR 0001726375-26-000002 filed by Oak Asset Management, 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 10,167 shares
    Change vs previous 13F +90 shares

    0.76% of the 13F portfolio, value $2,233,792.

    13F-HR 0001726375-26-000001 filed by Oak Asset Management, 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 10,077 shares
    Change vs previous 13F +1,290 shares

    0.76% of the 13F portfolio, value $2,225,304.

    13F-HR 0001726375-25-000003 filed by Oak Asset Management, 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 8,787 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $2,010,641.

    13F-HR 0001085146-25-003766 filed by Oak Asset Management, 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 8,787 shares
    Change vs previous 13F -20 shares

    0.75% of the 13F portfolio, value $2,034,278.

    13F-HR 0001085146-25-002040 filed by Oak Asset Management, 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 8,807 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,777,165.

    13F-HR 0001085146-25-000173 filed by Oak Asset Management, 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 8,807 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,828,333.

    13F-HR 0001085146-24-004681 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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