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OakTrust Wealth Advisors, LLC: SPY position timeline

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

OakTrust Wealth Advisors, LLC held 10,115 SPY 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 10,115 shares
    Change vs previous 13F +184 shares

    6.51% of the 13F portfolio, value $7,553,265.

    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 9,931 shares
    Change vs previous 13F +1,259 shares

    5.88% of the 13F portfolio, value $6,459,051.

    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 8,672 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $5,913,385.

    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).