Skip to content
Disclosery

Oak Root LLC: VOO position timeline

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

Oak Root LLC held 54,519 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 54,519 shares
    Change vs previous 13F 0 shares

    4.21% of the 13F portfolio, value $38,210,186.

    13F-HR 0002085853-26-001140 filed by Oak Root LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,519 shares
    Change vs previous 13F +569 shares

    4.13% of the 13F portfolio, value $37,444,194.

    13F-HR 0002085853-26-000708 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 53,950 shares
    Change vs previous 13F +647 shares

    3.93% of the 13F portfolio, value $32,237,823.

    13F-HR 0002085853-26-000342 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 53,303 shares
    Change vs previous 13F -7,884 shares

    4.04% of the 13F portfolio, value $33,427,910.

    13F-HR 0002085853-26-000048 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 61,187 shares
    Change vs previous 13F -1,408 shares

    4.34% of the 13F portfolio, value $37,469,695.

    13F-HR 0002085853-25-000090 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 62,595 shares
    Change vs previous 13F -588 shares

    4.4% of the 13F portfolio, value $35,555,838.

    13F-HR 0001667731-25-000801 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 63,183 shares
    Change vs previous 13F -2,079 shares

    4.35% of the 13F portfolio, value $32,470,376.

    13F-HR 0001667731-25-000399 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 65,262 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $35,163,818.

    13F-HR 0001667731-25-000189 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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