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Oak Wealth Advisors LLC: VTEB position timeline

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

Oak Wealth Advisors LLC held 29,449 VTEB 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 29,449 shares
    Change vs previous 13F -200 shares

    0.71% of the 13F portfolio, value $1,489,530.

    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 29,649 shares
    Change vs previous 13F -1,412 shares

    0.81% of the 13F portfolio, value $1,479,165.

    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 31,061 shares
    Change vs previous 13F -2,843 shares

    0.9% of the 13F portfolio, value $1,562,077.

    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 33,904 shares
    Change vs previous 13F +3,557 shares

    0.99% of the 13F portfolio, value $1,697,573.

    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 30,347 shares
    Change vs previous 13F -7,077 shares

    0.95% of the 13F portfolio, value $1,487,913.

    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 37,424 shares
    Change vs previous 13F +9,205 shares

    1.37% of the 13F portfolio, value $1,856,979.

    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 28,219 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,414,618.

    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).