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OAK HILL WEALTH ADVISORS, LLC: CGSM position timeline

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

OAK HILL WEALTH ADVISORS, LLC held 26,553 CGSM 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 26,553 shares
    Change vs previous 13F +8,119 shares

    0.13% of the 13F portfolio, value $699,937.

    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 18,434 shares
    Change vs previous 13F -5,638 shares

    0.1% of the 13F portfolio, value $481,496.

    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 24,072 shares
    Change vs previous 13F +11,447 shares

    0.15% of the 13F portfolio, value $626,113.

    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 12,625 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $327,871.

    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).