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Disclosery

West Oak Capital, LLC: JPM position timeline

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

West Oak Capital, LLC held 20,352 JPM 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 20,352 shares
    Change vs previous 13F +600 shares

    2.55% of the 13F portfolio, value $64,196.

    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 19,752 shares
    Change vs previous 13F -30 shares

    2.24% of the 13F portfolio, value $57,263.

    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 19,782 shares
    Change vs previous 13F -1,560 shares

    1.88% of the 13F portfolio, value $48,525.

    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 21,342 shares
    Change vs previous 13F -45 shares

    1.81% of the 13F portfolio, value $51,159.

    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 21,387 shares
    Change vs previous 13F -225 shares

    0.84% of the 13F portfolio, value $45,097.

    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 21,612 shares
    Change vs previous 13F +18 shares

    1.76% of the 13F portfolio, value $4,371,243.

    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 21,594 shares
    Change vs previous 13F +142 shares

    1.84% of the 13F portfolio, value $4,325,000.

    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 21,452 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,626,000.

    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).