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Oakwell Private Wealth Management, LLC: VEA position timeline

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

Oakwell Private Wealth Management, LLC held 1,062,292 VEA 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 1,062,292 shares
    Change vs previous 13F -64,956 shares

    12.55% of the 13F portfolio, value $75,688,293.

    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 1,127,248 shares
    Change vs previous 13F +77,360 shares

    12.89% of the 13F portfolio, value $72,234,029.

    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 1,049,888 shares
    Change vs previous 13F +41,314 shares

    12.24% of the 13F portfolio, value $65,586,473.

    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 1,008,574 shares
    Change vs previous 13F +44,279 shares

    12.14% of the 13F portfolio, value $60,433,765.

    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 964,295 shares
    Change vs previous 13F +83,495 shares

    12.66% of the 13F portfolio, value $54,974,444.

    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 880,800 shares
    Change vs previous 13F +35,304 shares

    12.36% of the 13F portfolio, value $44,771,063.

    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 845,496 shares
    Change vs previous 13F +84,048 shares

    11.34% of the 13F portfolio, value $40,431,640.

    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 761,448 shares
    Change vs previous 13F not available

    11.57% of the 13F portfolio, value $40,212,087.

    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).