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Disclosery

West Oak Capital, LLC: HD position timeline

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

West Oak Capital, LLC held 10,037 HD 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 10,037 shares
    Change vs previous 13F -405 shares

    1.61% of the 13F portfolio, value $40,669.

    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 10,442 shares
    Change vs previous 13F +1,103 shares

    1.5% of the 13F portfolio, value $38,285.

    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 9,339 shares
    Change vs previous 13F -315 shares

    1.32% of the 13F portfolio, value $34,227.

    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 9,654 shares
    Change vs previous 13F +15 shares

    1.33% of the 13F portfolio, value $37,553.

    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 9,639 shares
    Change vs previous 13F -130 shares

    0.73% of the 13F portfolio, value $39,057.

    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 9,769 shares
    Change vs previous 13F +709 shares

    1.35% of the 13F portfolio, value $3,362,881.

    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 9,060 shares
    Change vs previous 13F +47 shares

    1.48% of the 13F portfolio, value $3,475,000.

    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 9,013 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,206,000.

    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).