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Disclosery

West Oak Capital, LLC: SCHD position timeline

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

West Oak Capital, LLC held 44,380 SCHD 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 44,380 shares
    Change vs previous 13F -19,050 shares

    0.48% of the 13F portfolio, value $12,116.

    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 63,430 shares
    Change vs previous 13F -5,250 shares

    0.66% of the 13F portfolio, value $16,809.

    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 68,680 shares
    Change vs previous 13F -950 shares

    0.74% of the 13F portfolio, value $19,203.

    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 69,630 shares
    Change vs previous 13F +46,040 shares

    0.67% of the 13F portfolio, value $19,023.

    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 23,590 shares
    Change vs previous 13F +575 shares

    0.37% of the 13F portfolio, value $19,941.

    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 23,015 shares
    Change vs previous 13F +295 shares

    0.72% of the 13F portfolio, value $1,789,646.

    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 22,720 shares
    Change vs previous 13F +675 shares

    0.78% of the 13F portfolio, value $1,832,000.

    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 22,045 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,681,000.

    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).