Skip to content
Disclosery

Oak Wealth Advisors LLC: DFAX position timeline

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

Oak Wealth Advisors LLC held 10,417 DFAX 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 10,417 shares
    Change vs previous 13F +68 shares

    0.18% of the 13F portfolio, value $383,774.

    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 10,349 shares
    Change vs previous 13F +11 shares

    0.19% of the 13F portfolio, value $351,567.

    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 10,338 shares
    Change vs previous 13F -10,729 shares

    0.19% of the 13F portfolio, value $338,366.

    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 21,067 shares
    Change vs previous 13F +26 shares

    0.38% of the 13F portfolio, value $661,075.

    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 21,041 shares
    Change vs previous 13F +56 shares

    0.4% of the 13F portfolio, value $617,972.

    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 20,985 shares
    Change vs previous 13F +11 shares

    0.41% of the 13F portfolio, value $549,819.

    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 20,974 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $521,416.

    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).