Skip to content
Disclosery

Oak Wealth Advisors LLC: MUB position timeline

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

Oak Wealth Advisors LLC held 10,085 MUB 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 10,085 shares
    Change vs previous 13F -943 shares

    0.52% of the 13F portfolio, value $1,085,348.

    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 11,028 shares
    Change vs previous 13F -207 shares

    0.64% of the 13F portfolio, value $1,170,669.

    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 11,235 shares
    Change vs previous 13F -1,233 shares

    0.69% of the 13F portfolio, value $1,203,388.

    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 12,468 shares
    Change vs previous 13F -1,843 shares

    0.77% of the 13F portfolio, value $1,327,737.

    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 14,311 shares
    Change vs previous 13F -3,095 shares

    0.96% of the 13F portfolio, value $1,495,178.

    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 17,406 shares
    Change vs previous 13F -6,945 shares

    1.36% of the 13F portfolio, value $1,835,331.

    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 24,351 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $2,594,637.

    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).