Oakmont Advisory Group, LLC: CF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oakmont Advisory Group, LLC on CF, newest first. How the timeline and the estimate are built.
Oakmont Advisory Group, LLC held 3,015 CF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 3,015 sharesChange vs previous 13F -318 shares
0.27% of the 13F portfolio, value $326,366.
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 3,333 sharesChange vs previous 13F -823 shares
0.44% of the 13F portfolio, value $432,767.
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 4,156 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $321,430.
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).