$272 Million is the total value of West Oak Capital, LLC's 380 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 8.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JEF | Jefferies Group Inc New | $34,183,000 | +4.5% | 881,012 | 0.0% | 12.57% | -0.9% | |
| CL | Colgate-Palmolive Co | $2,442,000 | +12.9% | 28,619 | 0.0% | 0.90% | +7.0% | |
| SYY | Sysco Corporation | $2,194,000 | +0.0% | 27,935 | 0.0% | 0.81% | -5.2% | |
| GLW | Corning Inc | $1,999,000 | +2.0% | 53,690 | 0.0% | 0.74% | -3.3% | |
| Y | Alleghany Corp Del | $1,869,000 | +6.9% | 2,800 | 0.0% | 0.69% | +1.3% | |
| FNF | Fidelity Natl Finl Inc | $1,837,000 | +15.1% | 35,198 | 0.0% | 0.68% | +9.2% | |
| FIS | Fidelity Natl Info Svcs | $1,594,000 | -10.3% | 14,600 | 0.0% | 0.59% | -14.9% | |
| SPB | Spectrum Brands Hldg | $1,159,000 | +6.3% | 11,395 | 0.0% | 0.43% | +0.7% | |
| BKI | Black Knight Inc | $895,000 | +15.2% | 10,792 | 0.0% | 0.33% | +9.3% | |
| PKI | Perkinelmer Inc | $663,000 | +15.9% | 3,300 | 0.0% | 0.24% | +9.9% | |
| NOW | Service Now Inc | $627,000 | +4.3% | 966 | 0.0% | 0.23% | -0.9% | |
| MAA | Mid Amer Apt Cmntys Inc. | $477,000 | +22.9% | 2,080 | 0.0% | 0.18% | +16.7% | |
| GOOGL | Alphabet Inc Class A | $472,000 | +8.3% | 163 | 0.0% | 0.17% | +3.0% | |
| MMM | 3M Company | $469,000 | +1.3% | 2,640 | 0.0% | 0.17% | -4.4% | |
| TT | Trane Technologies Plc | $467,000 | +17.0% | 2,310 | 0.0% | 0.17% | +11.0% | |
| NKE | Nike Inc Class B | $430,000 | +14.7% | 2,581 | 0.0% | 0.16% | +9.0% | |
| PM | Philip Morris Intl Inc | $426,000 | +0.2% | 4,485 | 0.0% | 0.16% | -4.8% | |
| PSA | Public Storage Inc | $418,000 | +26.3% | 1,115 | 0.0% | 0.15% | +20.3% | |
| CNNE | Cannae Holdings Inc | $412,000 | +12.9% | 11,731 | 0.0% | 0.15% | +7.0% | |
| IVV | iShares Core S&P 500 ETF | $405,000 | +10.7% | 850 | 0.0% | 0.15% | +4.9% | |
| MCD | Mc Donalds Corp | $402,000 | +11.0% | 1,500 | 0.0% | 0.15% | +5.7% | |
| IWR | iShares Russell Midcap Index | $382,000 | +6.1% | 4,600 | 0.0% | 0.14% | 0.0% | |
| KO | Coca-Cola Company | $376,000 | +12.9% | 6,347 | 0.0% | 0.14% | +7.0% | |
| RTX | Raytheon Technologies Corp | $357,000 | +0.3% | 4,144 | 0.0% | 0.13% | -5.1% | |
| BMY | Bristol-Myers Squibb Co | $280,000 | +5.3% | 4,490 | 0.0% | 0.10% | 0.0% | |
| AVB | Avalonbay Communities | $279,000 | +13.9% | 1,105 | 0.0% | 0.10% | +8.4% | |
| RY | Royal Bank Canada | $249,000 | +6.9% | 2,346 | 0.0% | 0.09% | +2.2% | |
| AME | Ametek Inc New | $250,000 | +18.5% | 1,700 | 0.0% | 0.09% | +12.2% | |
| ENTG | Entegris Inc | $236,000 | +10.3% | 1,700 | 0.0% | 0.09% | +4.8% | |
| LRCX | Lam Research Corporation | $230,000 | +26.4% | 320 | 0.0% | 0.08% | +19.7% | |
| QQQ | Invesco QQQ Trust | $230,000 | +11.1% | 579 | 0.0% | 0.08% | +6.2% | |
| UNP | Union Pacific Corp | $213,000 | +28.3% | 845 | 0.0% | 0.08% | +21.9% | |
| VBK | Vanguard Small Cap Fd | $180,000 | +0.6% | 638 | 0.0% | 0.07% | -4.3% | |
| XLV | Sector SPDR Health Fund | $173,000 | +10.9% | 1,225 | 0.0% | 0.06% | +4.9% | |
| KLAC | Kla Tencor Corp | $172,000 | +28.4% | 400 | 0.0% | 0.06% | +21.2% | |
| ISCG | iShares Mornstr Small Cap | $162,000 | +0.6% | 3,270 | 0.0% | 0.06% | -3.2% | |
| TMO | Thermo Fisher Scientific | $163,000 | +16.4% | 245 | 0.0% | 0.06% | +11.1% | |
| PCN | PIMCO Corp Income Cf | $157,000 | -5.4% | 9,200 | 0.0% | 0.06% | -9.4% | |
| LENB | Lennar Corp | $149,000 | +23.1% | 1,555 | 0.0% | 0.06% | +17.0% | |
| XLF | Sector SPDR Fincl Select | $147,000 | +4.3% | 3,765 | 0.0% | 0.05% | -1.8% | |
| AJG | Arthur J Gallagher&C | $146,000 | +14.1% | 863 | 0.0% | 0.05% | +8.0% | |
| AMD | Advanced Micro Devices | $137,000 | +39.8% | 950 | 0.0% | 0.05% | +31.6% | |
| JMUB | Jpmorgan Municipal Etf | $137,000 | 0.0% | 2,500 | 0.0% | 0.05% | -5.7% | |
| SCHH | Schwab Us Reit ETF | $136,000 | +15.3% | 2,586 | 0.0% | 0.05% | +8.7% | |
| GS | Goldman Sachs Group Inc | $130,000 | +0.8% | 340 | 0.0% | 0.05% | -4.0% | |
| DVY | iShares Dow Jones Select Dividend F | $129,000 | +7.5% | 1,050 | 0.0% | 0.05% | 0.0% | |
| ALL | Allstate Corporation | $120,000 | -7.7% | 1,021 | 0.0% | 0.04% | -12.0% | |
| DRE | Duke Realty Corp | $118,000 | +37.2% | 1,800 | 0.0% | 0.04% | +30.3% | |
| ANTM | Anthem Inc | $116,000 | +24.7% | 250 | 0.0% | 0.04% | +19.4% | |
| CVS | C V S Corp | $109,000 | +21.1% | 1,060 | 0.0% | 0.04% | +14.3% | |
| ANEW | Proshares Msci Transform | $110,000 | +0.9% | 2,450 | 0.0% | 0.04% | -4.8% | |
| STX | Seagate Technology | $105,000 | +38.2% | 925 | 0.0% | 0.04% | +34.5% | |
| K | Kellogg Company | $103,000 | +1.0% | 1,600 | 0.0% | 0.04% | -5.0% | |
| TDY | Teledyne Technologies | $102,000 | +1.0% | 234 | 0.0% | 0.04% | -2.6% | |
| CI | Cigna Corp | $99,000 | +15.1% | 430 | 0.0% | 0.04% | +9.1% | |
| VB | Vanguard Small Cap ETF | $94,000 | +3.3% | 418 | 0.0% | 0.04% | 0.0% | |
| BR | Broadridge | $91,000 | +9.6% | 500 | 0.0% | 0.03% | +3.1% | |
| CHD | Church & Dwight Co Inc | $80,000 | +25.0% | 777 | 0.0% | 0.03% | +16.0% | |
| SYK | Stryker Corp | $80,000 | +1.3% | 300 | 0.0% | 0.03% | -6.5% | |
| STRL | Sterling Construction | $67,000 | +15.5% | 2,550 | 0.0% | 0.02% | +13.6% | |
| XLK | Sector SPDR Technology Shares | $65,000 | +16.1% | 375 | 0.0% | 0.02% | +9.1% | |
| GLD | Streettracks Gold Trust Index | $59,000 | +3.5% | 345 | 0.0% | 0.02% | 0.0% | |
| BAH | Booz Allen Hamilton | $55,000 | +5.8% | 650 | 0.0% | 0.02% | 0.0% | |
| QDF | Flexshares Qual Div Etf | $55,000 | +10.0% | 900 | 0.0% | 0.02% | +5.3% | |
| FITB | Fifth Third Bancorp | $52,000 | +2.0% | 1,200 | 0.0% | 0.02% | -5.0% | |
| SIVB | Svb Finl Group | $51,000 | +4.1% | 75 | 0.0% | 0.02% | 0.0% | |
| AIG | American Intl Group Inc | $48,000 | +2.1% | 850 | 0.0% | 0.02% | 0.0% | |
| UPS | United Parcel Service B | $49,000 | +19.5% | 227 | 0.0% | 0.02% | +12.5% | |
| CDK | Cdk Global | $45,000 | -2.2% | 1,074 | 0.0% | 0.02% | -5.6% | |
| GPN | Global Payments Inc | $44,000 | -13.7% | 325 | 0.0% | 0.02% | -20.0% | |
| XT | iShares Exponential Tech ETF | $43,000 | +4.9% | 650 | 0.0% | 0.02% | 0.0% | |
| GRMN | Garmin Ltd | $44,000 | -12.0% | 324 | 0.0% | 0.02% | -15.8% | |
| ZBRA | Zebra Technologies | $42,000 | +16.7% | 70 | 0.0% | 0.02% | +7.1% | |
| ARES | Ares Management Corp | $37,000 | +12.1% | 450 | 0.0% | 0.01% | +7.7% | |
| EL | Estee Lauder Co Inc Cl A | $37,000 | +23.3% | 100 | 0.0% | 0.01% | +16.7% | |
| GILD | Gilead Sciences Inc | $36,000 | +2.9% | 500 | 0.0% | 0.01% | -7.1% | |
| PWR | Quanta Services Inc | $34,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| DUK | Duke Energy Corp New | $33,000 | +6.5% | 313 | 0.0% | 0.01% | 0.0% | |
| FDX | Fedex Corporation | $33,000 | +17.9% | 127 | 0.0% | 0.01% | +9.1% | |
| CINF | Cincinnati Finl | $31,000 | 0.0% | 270 | 0.0% | 0.01% | -8.3% | |
| ARKW | Ark Next Generation Internet ETF | $30,000 | -14.3% | 250 | 0.0% | 0.01% | -21.4% | |
| NFLX | Netflix Inc | $30,000 | -3.2% | 50 | 0.0% | 0.01% | -8.3% | |
| OTIS | Otis Worldwide Corp | $30,000 | +3.4% | 350 | 0.0% | 0.01% | 0.0% | |
| PANW | Palo Alto Networks | $28,000 | +16.7% | 50 | 0.0% | 0.01% | +11.1% | |
| CFG | Citizens Finl Group Inc | $28,000 | 0.0% | 600 | 0.0% | 0.01% | -9.1% | |
| AEP | Amer Electric Pwr Co | $25,000 | +8.7% | 280 | 0.0% | 0.01% | 0.0% | |
| KMB | Kimberly-Clark Corp | $23,000 | +9.5% | 160 | 0.0% | 0.01% | 0.0% | |
| MRVL | Marvell Tech Group Ltd | $22,000 | +46.7% | 250 | 0.0% | 0.01% | +33.3% | |
| PAYX | Paychex Inc | $22,000 | +22.2% | 160 | 0.0% | 0.01% | +14.3% | |
| Dermtech Inc | $21,000 | -50.0% | 1,300 | 0.0% | 0.01% | -50.0% | ||
| IDXX | Idexx Labs Inc | $23,000 | +4.5% | 35 | 0.0% | 0.01% | -11.1% | |
| VRSK | Verisk Analytics Inc | $23,000 | +15.0% | 100 | 0.0% | 0.01% | 0.0% | |
| CIEN | Ciena Corp | $23,000 | +53.3% | 300 | 0.0% | 0.01% | +33.3% | |
| AIA | iShares S&P Asia 50 | $23,000 | 0.0% | 300 | 0.0% | 0.01% | -11.1% | |
| GTBIF | Green Thumb Inds Inc | $19,000 | -20.8% | 870 | 0.0% | 0.01% | -22.2% | |
| PNC | PNC Finl Services Gp Inc | $20,000 | 0.0% | 101 | 0.0% | 0.01% | -12.5% | |
| KHC | Kraft Heinz Company | $18,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| SJW | S J W Group | $18,000 | +5.9% | 250 | 0.0% | 0.01% | 0.0% | |
| DTEGY | Deutsche Telekom ADR | $18,000 | -14.3% | 300 | 0.0% | 0.01% | -12.5% | |
| HPE | Hewlett Packard Ente | $16,000 | +14.3% | 1,000 | 0.0% | 0.01% | +20.0% | |
| FOCS | Focus Finl Partners 0051 | $15,000 | +15.4% | 250 | 0.0% | 0.01% | +20.0% | |
| AZN | Astrazeneca | $15,000 | -6.2% | 265 | 0.0% | 0.01% | 0.0% | |
| DE | Deere & Company | $17,000 | 0.0% | 50 | 0.0% | 0.01% | -14.3% | |
| TSLA | Tesla Inc | $16,000 | +33.3% | 15 | 0.0% | 0.01% | +20.0% | |
| BMRN | Biomarin Pharmaceutl | $13,000 | +18.2% | 147 | 0.0% | 0.01% | +25.0% | |
| DGRW | Wisdomtree US Qlt Div | $13,000 | +18.2% | 190 | 0.0% | 0.01% | +25.0% | |
| DTE | D T E Energy Company | $14,000 | +7.7% | 115 | 0.0% | 0.01% | 0.0% | |
| MNKD | Mannkind Corp | $13,000 | 0.0% | 3,000 | 0.0% | 0.01% | 0.0% | |
| GPC | Genuine Parts Co | $14,000 | +16.7% | 100 | 0.0% | 0.01% | 0.0% | |
| JLL | Jones Lang Lasalle | $13,000 | +8.3% | 50 | 0.0% | 0.01% | 0.0% | |
| BYND | Beyond Meat Inc | $13,000 | -38.1% | 200 | 0.0% | 0.01% | -37.5% | |
| RHS | Invesco S&P 500 Equal | $10,000 | +11.1% | 60 | 0.0% | 0.00% | +33.3% | |
| DAL | Delta Air Lines Inc | $10,000 | -9.1% | 250 | 0.0% | 0.00% | 0.0% | |
| ORLY | O Reilly Automotive New | $10,000 | +11.1% | 14 | 0.0% | 0.00% | +33.3% | |
| HPQ | Hewlett-Packard Company | $12,000 | +33.3% | 320 | 0.0% | 0.00% | +33.3% | |
| BIIB | Biogen Idec Inc | $11,000 | -15.4% | 46 | 0.0% | 0.00% | -20.0% | |
| PACW | Pacwest Bancorp | $10,000 | 0.0% | 212 | 0.0% | 0.00% | 0.0% | |
| Vestas Wind Sys A/ Ord | $10,000 | -23.1% | 325 | 0.0% | 0.00% | -20.0% | ||
| BKNG | Booking Holdings Inc | $12,000 | 0.0% | 5 | 0.0% | 0.00% | -20.0% | |
| IBRX | Immunitybio Inc | $9,000 | -40.0% | 1,500 | 0.0% | 0.00% | -50.0% | |
| LVMUY | Lvmh Moet Hennessy Louis Vuitton | $8,000 | +14.3% | 51 | 0.0% | 0.00% | 0.0% | |
| NRG | Nrg Energy Inc | $9,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% | |
| IWM | iShares Russell 2000 Index | $8,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| BIDU | Baidu Inc ADR | $9,000 | -10.0% | 63 | 0.0% | 0.00% | -25.0% | |
| TRMB | Trimble Inc | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| SHOP | Shopify Inc | $7,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| HTGC | Hercules Capital Inc | $8,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| VYM | Vanguard High Dividend | $7,000 | +16.7% | 58 | 0.0% | 0.00% | +50.0% | |
| VEA | Vanguard Developed Mkts Index Fund | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| EZU | iShares MSCI Eurozone | $9,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| IMAX | Imax Corp | $8,000 | 0.0% | 435 | 0.0% | 0.00% | 0.0% | |
| JCI | Johnson Controls International Plc | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| PHM | Pulte Homes Inc | $7,000 | +16.7% | 125 | 0.0% | 0.00% | +50.0% | |
| CVNA | Carvana Co | $5,000 | -16.7% | 20 | 0.0% | 0.00% | 0.0% | |
| INFN | Infinera Corp | $5,000 | +25.0% | 480 | 0.0% | 0.00% | 0.0% | |
| JACK | Jack In The Box Inc | $6,000 | -14.3% | 70 | 0.0% | 0.00% | -33.3% | |
| LW | Lamb Weston Holdings | $5,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| ROK | Rockwell Automation Inc | $6,000 | +20.0% | 18 | 0.0% | 0.00% | 0.0% | |
| MAT | Mattel Incorporated | $6,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| CLF | Cleveland-Cliffs Inc | $6,000 | +20.0% | 265 | 0.0% | 0.00% | 0.0% | |
| BIG | Big Lots Inc | $6,000 | +20.0% | 125 | 0.0% | 0.00% | 0.0% | |
| GE | General Electric Company | $6,000 | -14.3% | 68 | 0.0% | 0.00% | -33.3% | |
| OSS | One Stop Systems Inc | $5,000 | 0.0% | 925 | 0.0% | 0.00% | 0.0% | |
| PAAS | Pan Amern Silver Corp | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| TLRY | Tilray Inc | $3,000 | -40.0% | 430 | 0.0% | 0.00% | -50.0% | |
| NUVA | Nuvasive Inc New | $3,000 | -25.0% | 65 | 0.0% | 0.00% | -50.0% | |
| WOOF | Petco Health & Wellness | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| DTM | Dt Midstream Inc | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| PSMT | Pricesmart Inc | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SLB | Schlumberger Ltd | $4,000 | 0.0% | 145 | 0.0% | 0.00% | -50.0% | |
| XLE | Sector SPDR Engy Select | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| CALM | Cal Maine Foods Inc | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BLCN | Siren Nasdaq Nexgen | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| SIX | Six Flags Entertainment | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| VBR | Vanguard Small Cap Value | $3,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| Northern Star Reso Ord | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | ||
| STRT | Strattec Security Corp | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| SGDJ | Sprott Junior Gold | $0 | – | 12 | 0.0% | 0.00% | – | |
| SGDM | Sprott Gold Miners Etf | $1,000 | – | 19 | 0.0% | 0.00% | – | |
| SWN | Southwestern Energy Co | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| Sharc Int'l Systems | $1,000 | 0.0% | 3,000 | 0.0% | 0.00% | – | ||
| VNQ | Vanguard Reit ETF | $0 | – | 1 | 0.0% | 0.00% | – | |
| TURV | Two Rivers Wtr & Farming | $0 | – | 55 | 0.0% | 0.00% | – | |
| Treasury Metals Inc | $0 | – | 438 | 0.0% | 0.00% | – | ||
| SATC | Satcon Technology Corp | $0 | – | 12,608 | 0.0% | 0.00% | – | |
| SBRA | Sabra Health Care Reit Inc | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
| SLSZQ | SLS International | $0 | – | 1,666 | 0.0% | 0.00% | – | |
| CWNH | Crown Northcorp Inc | $0 | – | 22 | 0.0% | 0.00% | – | |
| VST | Vistra Energy Corp | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| CYGX | Cytogenix Inc Xxx | $0 | – | 70 | 0.0% | 0.00% | – | |
| UP | Wheels Up Experience I | $1,000 | -50.0% | 250 | 0.0% | 0.00% | -100.0% | |
| Pipesaver Technologies | $0 | – | 1,500 | 0.0% | 0.00% | – | ||
| PLTR | Palantir Technologies In | $0 | -100.0% | 25 | 0.0% | 0.00% | – | |
| OTLY | Oatly Group Ab | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | |
| NRTLQ | Nortell Networks Xxxx | $0 | – | 464 | 0.0% | 0.00% | – | |
| WKHS | Workhorse Group Inc | $1,000 | -50.0% | 230 | 0.0% | 0.00% | -100.0% | |
| CPMV | Mosaic Immunoengineering | $0 | – | 1 | 0.0% | 0.00% | – | |
| EXC | Exelon Corporation | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| AG | First Majestic Silver | $0 | – | 29 | 0.0% | 0.00% | – | |
| FAN | First Trust Ise Global Wind | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| LEHMQ | Lehman Bros Holding Inc | $0 | – | 1,200 | 0.0% | 0.00% | – | |
| LVS | Las Vegas Sands Corp | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| LI | Li Auto Inc | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| HA | Hawaiian Holdings | $1,000 | -50.0% | 75 | 0.0% | 0.00% | -100.0% | |
| IGF | Ishares Global | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NextEra Energy | 42 | Q3 2023 | 2.5% |
| Apple Computer Inc | 42 | Q3 2023 | 2.7% |
| Auto Data Processing | 42 | Q3 2023 | 2.2% |
| Home Depot Inc | 42 | Q3 2023 | 1.9% |
| Johnson & Johnson | 42 | Q3 2023 | 1.9% |
| J P Morgan Chase & Co | 42 | Q3 2023 | 1.8% |
| Chevrontexaco Corp | 42 | Q3 2023 | 1.9% |
| Accenture Ltd Cl A | 42 | Q3 2023 | 1.7% |
| Danaher Corp Del | 42 | Q3 2023 | 1.8% |
| US Bancorp Del New | 42 | Q3 2023 | 1.7% |
View West Oak Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-05 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-20 |
View West Oak Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
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