Skip to content
Disclosery

Oakwell Private Wealth Management, LLC: VCIT position timeline

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

Oakwell Private Wealth Management, LLC held 104,608 VCIT 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 104,608 shares
    Change vs previous 13F +1,385 shares

    1.43% of the 13F portfolio, value $8,645,878.

    13F-HR 0001941040-26-000497 filed by Oakwell Private Wealth Management, 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 103,223 shares
    Change vs previous 13F +4,375 shares

    1.52% of the 13F portfolio, value $8,541,683.

    13F-HR 0001941040-26-000290 filed by Oakwell Private Wealth Management, 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 98,848 shares
    Change vs previous 13F +8,112 shares

    1.55% of the 13F portfolio, value $8,278,480.

    13F-HR 0001941040-26-000059 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 90,736 shares
    Change vs previous 13F -75,769 shares

    1.53% of the 13F portfolio, value $7,631,813.

    13F-HR 0001941040-25-000622 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 166,505 shares
    Change vs previous 13F +14,000 shares

    3.18% of the 13F portfolio, value $13,806,558.

    13F-HR 0001941040-25-000423 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 152,505 shares
    Change vs previous 13F +10,441 shares

    3.44% of the 13F portfolio, value $12,468,802.

    13F-HR 0001941040-25-000260 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 142,064 shares
    Change vs previous 13F +17,976 shares

    3.2% of the 13F portfolio, value $11,403,457.

    13F-HR 0001941040-25-000064 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 124,088 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $10,392,365.

    13F-HR 0001941040-24-000462 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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