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Oak Wealth Advisors LLC: VTEI position timeline

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

Oak Wealth Advisors LLC held 17,194 VTEI 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 17,194 shares
    Change vs previous 13F -199 shares

    0.83% of the 13F portfolio, value $1,736,078.

    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 17,393 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $1,738,256.

    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 17,393 shares
    Change vs previous 13F +5,158 shares

    1.01% of the 13F portfolio, value $1,753,736.

    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 12,235 shares
    Change vs previous 13F +4,757 shares

    0.71% of the 13F portfolio, value $1,227,538.

    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 7,478 shares
    Change vs previous 13F +4,543 shares

    0.47% of the 13F portfolio, value $737,032.

    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 2,935 shares
    Change vs previous 13F -30 shares

    0.21% of the 13F portfolio, value $290,037.

    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 2,965 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $294,691.

    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).