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Disclosery

Oakmont Advisory Group, LLC: XYLD position timeline

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

Oakmont Advisory Group, LLC held 16,670 XYLD 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 16,670 shares
    Change vs previous 13F +4,369 shares

    0.57% of the 13F portfolio, value $679,952.

    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 12,301 shares
    Change vs previous 13F -1,949 shares

    0.49% of the 13F portfolio, value $481,352.

    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 14,250 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $578,970.

    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).