TrustWell Financial Advisors, LLC: OACP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrustWell Financial Advisors, LLC on OACP, newest first. How the timeline and the estimate are built.
TrustWell Financial Advisors, LLC held 35,500 OACP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 35,500 sharesChange vs previous 13F not available
0.68% of the 13F portfolio, value $806,382.
13F-HR 0002133429-26-000004 filed by TrustWell Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec ยง4.2).