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Oak Wealth Advisors LLC: GOOGL position timeline

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

Oak Wealth Advisors LLC held 1,496 GOOGL 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 1,496 shares
    Change vs previous 13F +550 shares

    0.26% of the 13F portfolio, value $534,626.

    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 946 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $272,032.

    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 946 shares
    Change vs previous 13F +86 shares

    0.17% of the 13F portfolio, value $296,098.

    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 860 shares
    Change vs previous 13F -281 shares

    0.12% of the 13F portfolio, value $209,066.

    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 1,141 shares
    Change vs previous 13F +1,141 shares

    0.13% of the 13F portfolio, value $201,078.

    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 0 shares
    Change vs previous 13F -1,521 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,521 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $287,925.

    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).