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Disclosery

Running Oak Capital LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Running Oak Capital LLC on WSO, newest first. How the timeline and the estimate are built.

Running Oak Capital LLC held 25,317 WSO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,317 shares
    Change vs previous 13F -9,444 shares

    1.8% of the 13F portfolio, value $10,550,371.

    13F-HR 0001803994-26-000003 filed by Running Oak Capital 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 34,761 shares
    Change vs previous 13F -3,356 shares

    1.71% of the 13F portfolio, value $12,645,720.

    13F-HR 0001803994-26-000002 filed by Running Oak Capital 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 38,117 shares
    Change vs previous 13F -477 shares

    1.61% of the 13F portfolio, value $12,843,538.

    13F-HR 0001803994-26-000001 filed by Running Oak Capital 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 38,594 shares
    Change vs previous 13F +2,203 shares

    1.75% of the 13F portfolio, value $15,603,572.

    13F-HR 0001803994-25-000014 filed by Running Oak Capital 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 36,391 shares
    Change vs previous 13F +4,576 shares

    1.79% of the 13F portfolio, value $16,071,013.

    13F-HR 0001803994-25-000004 filed by Running Oak Capital 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 31,815 shares
    Change vs previous 13F +3,156 shares

    1.95% of the 13F portfolio, value $16,171,587.

    13F-HR 0001803994-25-000003 filed by Running Oak Capital 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 28,659 shares
    Change vs previous 13F +1,135 shares

    1.77% of the 13F portfolio, value $13,581,234.

    13F-HR 0001803994-25-000001 filed by Running Oak Capital 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 27,524 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $13,538,527.

    13F-HR 0001803994-24-000006 filed by Running Oak Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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