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Oak Wealth Advisors LLC: AVUS position timeline

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

Oak Wealth Advisors LLC held 225,124 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 225,124 shares
    Change vs previous 13F +1,671 shares

    13.83% of the 13F portfolio, value $28,833,879.

    13F-HR 0002056728-26-000006 filed by Oak 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 ended2026-03-31
    13F 223,453 shares
    Change vs previous 13F +11,864 shares

    13.65% of the 13F portfolio, value $24,843,487.

    13F-HR 0002056728-26-000002 filed by Oak 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 ended2025-12-31
    13F 211,589 shares
    Change vs previous 13F +1,307 shares

    13.58% of the 13F portfolio, value $23,651,447.

    13F-HR 0002056728-26-000001 filed by Oak 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 ended2025-09-30
    13F 210,282 shares
    Change vs previous 13F +2,953 shares

    13.28% of the 13F portfolio, value $22,857,631.

    13F-HR 0002056728-25-000016 filed by Oak Wealth Advisors 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 207,329 shares
    Change vs previous 13F -26,712 shares

    13.41% of the 13F portfolio, value $20,902,949.

    13F-HR 0002056728-25-000013 filed by Oak Wealth Advisors 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 234,041 shares
    Change vs previous 13F +36,839 shares

    16% of the 13F portfolio, value $21,620,672.

    13F-HR 0002056728-25-000012 filed by Oak Wealth Advisors 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 197,202 shares
    Change vs previous 13F not available

    14.7% of the 13F portfolio, value $19,114,820.

    13F-HR 0002056728-25-000009 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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