Oakmont Advisory Group, LLC: SNA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oakmont Advisory Group, LLC on SNA, newest first. How the timeline and the estimate are built.
Oakmont Advisory Group, LLC held 928 SNA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 928 sharesChange vs previous 13F +35 shares
0.31% of the 13F portfolio, value $373,517.
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 893 sharesChange vs previous 13F -87 shares
0.33% of the 13F portfolio, value $324,347.
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 980 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $337,780.
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).