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Disclosery

West Oak Capital, LLC: MA position timeline

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

West Oak Capital, LLC held 1,800 MA 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 1,800 shares
    Change vs previous 13F -15 shares

    0.41% of the 13F portfolio, value $10,239.

    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 1,815 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $10,199.

    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 1,815 shares
    Change vs previous 13F -160 shares

    0.38% of the 13F portfolio, value $9,948.

    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 1,975 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $10,400.

    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 1,975 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $9,753.

    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 1,975 shares
    Change vs previous 13F +15 shares

    0.35% of the 13F portfolio, value $871,291.

    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 1,960 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $944,000.

    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 1,960 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $841,000.

    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).