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Oak Wealth Advisors LLC: IVV position timeline

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

Oak Wealth Advisors LLC held 28,956 IVV 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 28,956 shares
    Change vs previous 13F -411 shares

    10.4% of the 13F portfolio, value $21,685,197.

    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 29,367 shares
    Change vs previous 13F -226 shares

    10.54% of the 13F portfolio, value $19,182,578.

    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 29,593 shares
    Change vs previous 13F -1,518 shares

    11.64% of the 13F portfolio, value $20,269,365.

    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 31,111 shares
    Change vs previous 13F +1,568 shares

    12.1% of the 13F portfolio, value $20,822,704.

    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 29,543 shares
    Change vs previous 13F +1,126 shares

    11.77% of the 13F portfolio, value $18,343,037.

    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 28,417 shares
    Change vs previous 13F +1,095 shares

    11.81% of the 13F portfolio, value $15,967,402.

    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 27,322 shares
    Change vs previous 13F not available

    12.37% of the 13F portfolio, value $16,084,185.

    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).