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Oak Wealth Advisors LLC: MUNI position timeline

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

Oak Wealth Advisors LLC held 28,331 MUNI 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 28,331 shares
    Change vs previous 13F +6,018 shares

    0.71% of the 13F portfolio, value $1,490,209.

    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 22,313 shares
    Change vs previous 13F +6,725 shares

    0.64% of the 13F portfolio, value $1,164,511.

    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 15,588 shares
    Change vs previous 13F +703 shares

    0.47% of the 13F portfolio, value $816,967.

    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 14,885 shares
    Change vs previous 13F -2,666 shares

    0.45% of the 13F portfolio, value $778,188.

    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 17,551 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $901,445.

    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).