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Disclosery

Oakmont Advisory Group, LLC: FLOT position timeline

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

Oakmont Advisory Group, LLC held 13,543 FLOT 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 13,543 shares
    Change vs previous 13F +1,426 shares

    0.58% of the 13F portfolio, value $691,382.

    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 12,117 shares
    Change vs previous 13F -2,370 shares

    0.63% of the 13F portfolio, value $617,370.

    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 14,487 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $736,794.

    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).