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Disclosery

West Oak Capital, LLC: GIS position timeline

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

West Oak Capital, LLC held 36,940 GIS 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 36,940 shares
    Change vs previous 13F +7,665 shares

    0.74% of the 13F portfolio, value $18,625.

    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 29,275 shares
    Change vs previous 13F +800 shares

    0.59% of the 13F portfolio, value $15,167.

    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 28,475 shares
    Change vs previous 13F -1,410 shares

    0.66% of the 13F portfolio, value $17,025.

    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).

  4. period ended2024-12-31
    13F/A 29,885 shares
    Change vs previous 13F +490 shares

    0.67% of the 13F portfolio, value $19,058.

    13F-HR/A 0001140361-25-000959 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).

  5. period ended2024-09-30
    13F 29,395 shares
    Change vs previous 13F +2,290 shares

    0.4% of the 13F portfolio, value $21,708.

    13F-HR 0001140361-24-043643 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).

  6. period ended2024-06-30
    13F 27,105 shares
    Change vs previous 13F +2,281 shares

    0.69% of the 13F portfolio, value $1,714,662.

    13F-HR 0001140361-24-034013 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).

  7. period ended2024-03-31
    13F 24,824 shares
    Change vs previous 13F +280 shares

    0.74% of the 13F portfolio, value $1,737,000.

    13F-HR 0001140361-24-020456 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).

  8. period ended2023-12-31
    13F 24,544 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,556,000.

    13F-HR 0001140361-24-002592 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).