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Oakmont Advisory Group, LLC: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oakmont Advisory Group, LLC on DFAS, newest first. How the timeline and the estimate are built.

Oakmont Advisory Group, LLC held 39,173 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,173 shares
    Change vs previous 13F +828 shares

    2.71% of the 13F portfolio, value $3,225,540.

    13F-HR 0002115370-26-000008 filed by Oakmont Advisory Group, 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 38,345 shares
    Change vs previous 13F +3,598 shares

    2.78% of the 13F portfolio, value $2,727,444.

    13F-HR 0002085853-26-000586 filed by Oakmont Advisory Group, 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 34,747 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $2,420,847.

    13F-HR 0002085853-26-000579 filed by Oakmont Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).