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OAK HILL WEALTH ADVISORS, LLC: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAK HILL WEALTH ADVISORS, LLC on CGMU, newest first. How the timeline and the estimate are built.

OAK HILL WEALTH ADVISORS, LLC held 94,489 CGMU shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 94,489 shares
    Change vs previous 13F +23,705 shares

    0.48% of the 13F portfolio, value $2,578,605.

    13F-HR 0001964849-25-000004 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 70,784 shares
    Change vs previous 13F -10,880 shares

    0.39% of the 13F portfolio, value $1,892,056.

    13F-HR 0001085146-25-004022 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 81,664 shares
    Change vs previous 13F +43,025 shares

    0.51% of the 13F portfolio, value $2,190,237.

    13F-HR 0001085146-25-002288 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 38,639 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,040,162.

    13F-HR 0001085146-25-000868 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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