Oakmont Advisory Group, LLC: CAG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oakmont Advisory Group, LLC on CAG, newest first. How the timeline and the estimate are built.
Oakmont Advisory Group, LLC held 0 CAG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -17,338 shares
0% of the 13F portfolio, value $0.
13F-HR 0002115370-26-000008 filed by Oakmont Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,338 sharesChange vs previous 13F +85 shares
0.28% of the 13F portfolio, value $272,551.
13F-HR 0002085853-26-000586 filed by Oakmont Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,253 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $298,656.
13F-HR 0002085853-26-000579 filed by Oakmont Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).