Skip to content
Disclosery

West Oak Capital, LLC: IVE position timeline

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

West Oak Capital, LLC held 4,686 IVE 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 4,686 shares
    Change vs previous 13F -645 shares

    0.38% of the 13F portfolio, value $9,677.

    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 5,331 shares
    Change vs previous 13F -45 shares

    0.41% of the 13F portfolio, value $10,418.

    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 5,376 shares
    Change vs previous 13F -1,175 shares

    0.4% of the 13F portfolio, value $10,246.

    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 6,551 shares
    Change vs previous 13F +385 shares

    0.44% of the 13F portfolio, value $12,505.

    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 6,166 shares
    Change vs previous 13F -425 shares

    0.23% of the 13F portfolio, value $12,158.

    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 6,591 shares
    Change vs previous 13F -4 shares

    0.48% of the 13F portfolio, value $1,199,628.

    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 6,595 shares
    Change vs previous 13F -217 shares

    0.52% of the 13F portfolio, value $1,232,000.

    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 6,812 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,181,000.

    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).