Skip to content
Disclosery

West Oak Capital, LLC: WMT position timeline

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

West Oak Capital, LLC held 1,702 WMT 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 1,702 shares
    Change vs previous 13F -1,210 shares

    0.07% of the 13F portfolio, value $1,754.

    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 2,912 shares
    Change vs previous 13F +162 shares

    0.11% of the 13F portfolio, value $2,847.

    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 2,750 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,414.

    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 2,750 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,485.

    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 2,750 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $2,221.

    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 3,000 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $203,130.

    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).