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OakTrust Wealth Advisors, LLC: SPYV position timeline

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

OakTrust Wealth Advisors, LLC held 8,223 SPYV 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 8,223 shares
    Change vs previous 13F +23 shares

    0.43% of the 13F portfolio, value $499,881.

    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 8,200 shares
    Change vs previous 13F -1,144 shares

    0.42% of the 13F portfolio, value $464,007.

    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 9,344 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $530,860.

    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).