Skip to content
Disclosery

West Oak Capital, LLC: DFSTX position timeline

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

West Oak Capital, LLC held 93,555 DFSTX shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 93,555 shares
    Change vs previous 13F +8,095 shares

    2.54% of the 13F portfolio, value $64,048.

    13F-HR 0001140361-25-037185 filed by West 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 ended2025-06-30
    13F 85,460 shares
    Change vs previous 13F +28,725 shares

    2.13% of the 13F portfolio, value $54,447.

    13F-HR 0001140361-25-025806 filed by West 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 ended2025-03-31
    13F 56,735 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $33,899.

    13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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