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Disclosery

West Oak Capital, LLC: IWR position timeline

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

West Oak Capital, LLC held 4,600 IWR 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 4,600 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $4,441.

    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 4,600 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $4,231.

    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 4,600 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $3,913.

    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 4,600 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $4,066.

    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 4,600 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $4,054.

    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 4,600 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $372,968.

    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 4,600 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $387,000.

    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 4,600 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $352,000.

    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).