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TrustWell Financial Advisors, LLC: OAKM position timeline

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

TrustWell Financial Advisors, LLC held 17,042 OAKM shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,042 shares
    Change vs previous 13F +28 shares

    0.43% of the 13F portfolio, value $500,353.

    13F-HR 0002133429-26-000005 filed by TrustWell Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,014 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $479,284.

    13F-HR 0002133429-26-000004 filed by TrustWell Financial 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 ended2026-03-31
    13F 17,014 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $468,991.

    13F-HR 0002133429-26-000002 filed by TrustWell Financial 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 ended2025-12-31
    13F 17,014 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $482,517.

    13F-HR 0002133429-26-000001 filed by TrustWell Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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