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OakTrust Wealth Advisors, LLC: DIVO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OakTrust Wealth Advisors, LLC on DIVO, newest first. How the timeline and the estimate are built.

OakTrust Wealth Advisors, LLC held 96,633 DIVO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,633 shares
    Change vs previous 13F +1,461 shares

    3.81% of the 13F portfolio, value $4,416,151.

    13F-HR 0001951757-26-001116 filed by OakTrust Wealth Advisors, 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 95,172 shares
    Change vs previous 13F +9,313 shares

    3.89% of the 13F portfolio, value $4,268,491.

    13F-HR 0001951757-26-000717 filed by OakTrust Wealth Advisors, 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 85,859 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $3,820,765.

    13F-HR 0001951757-26-000489 filed by OakTrust Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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