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Oak Wealth Advisors LLC: DFAE position timeline

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

Oak Wealth Advisors LLC held 65,125 DFAE 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 65,125 shares
    Change vs previous 13F -454 shares

    1.26% of the 13F portfolio, value $2,618,676.

    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 65,579 shares
    Change vs previous 13F 0 shares

    1.22% of the 13F portfolio, value $2,220,505.

    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 65,579 shares
    Change vs previous 13F -3,694 shares

    1.23% of the 13F portfolio, value $2,135,908.

    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 69,273 shares
    Change vs previous 13F -68 shares

    1.27% of the 13F portfolio, value $2,184,184.

    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 69,341 shares
    Change vs previous 13F +22,755 shares

    1.29% of the 13F portfolio, value $2,007,411.

    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 46,586 shares
    Change vs previous 13F +1,227 shares

    0.89% of the 13F portfolio, value $1,206,102.

    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 45,359 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,150,762.

    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).