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Disclosery

West Oak Capital, LLC: NTRS position timeline

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

West Oak Capital, LLC held 14,330 NTRS 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 14,330 shares
    Change vs previous 13F -420 shares

    0.76% of the 13F portfolio, value $19,288.

    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 14,750 shares
    Change vs previous 13F -850 shares

    0.73% of the 13F portfolio, value $18,702.

    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 15,600 shares
    Change vs previous 13F -725 shares

    0.6% of the 13F portfolio, value $15,389.

    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 16,325 shares
    Change vs previous 13F -45 shares

    0.59% of the 13F portfolio, value $16,733.

    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 16,370 shares
    Change vs previous 13F -150 shares

    0.27% of the 13F portfolio, value $14,738.

    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 16,520 shares
    Change vs previous 13F +410 shares

    0.56% of the 13F portfolio, value $1,387,350.

    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 16,110 shares
    Change vs previous 13F -190 shares

    0.61% of the 13F portfolio, value $1,433,000.

    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 16,300 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,366,000.

    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).