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Western Pacific Wealth Management, LP: OAKM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Pacific Wealth Management, LP on OAKM, newest first. How the timeline and the estimate are built.

Western Pacific Wealth Management, LP held 163,865 OAKM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,865 shares
    Change vs previous 13F +3,495 shares

    4.17% of the 13F portfolio, value $4,616,077.

    13F-HR 0001104659-26-092621 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 160,370 shares
    Change vs previous 13F +6,127 shares

    4.49% of the 13F portfolio, value $4,420,599.

    13F-HR 0001104659-26-044774 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 154,243 shares
    Change vs previous 13F +1,765 shares

    4.24% of the 13F portfolio, value $4,374,331.

    13F-HR 0001104659-26-010210 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 152,478 shares
    Change vs previous 13F +13,812 shares

    3.99% of the 13F portfolio, value $4,083,361.

    13F-HR 0001104659-25-101147 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 138,666 shares
    Change vs previous 13F +15,883 shares

    3.41% of the 13F portfolio, value $3,560,943.

    13F-HR 0001104659-25-066955 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 122,783 shares
    Change vs previous 13F +95,657 shares

    2.71% of the 13F portfolio, value $3,002,044.

    13F-HR 0001104659-25-035904 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,126 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $637,702.

    13F-HR 0001104659-25-005890 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).