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Talisman Wealth Advisors LLC: OEF position timeline

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

Talisman Wealth Advisors LLC held 1,397 OEF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,397 shares
    Change vs previous 13F -430 shares

    0.38% of the 13F portfolio, value $511,239.

    13F-HR 0001962685-26-000003 filed by Talisman 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 1,827 shares
    Change vs previous 13F +297 shares

    0.47% of the 13F portfolio, value $580,968.

    13F-HR 0001962685-26-000002 filed by Talisman 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 1,530 shares
    Change vs previous 13F +716 shares

    0.41% of the 13F portfolio, value $526,312.

    13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors 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 814 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $271,026.

    13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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