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Oakwell Private Wealth Management, LLCETFConcentrated long-term

CIK: 0001844024 | Austin, TX

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR83$603.2M2026-08-03SEC ↗
Q1 2026
13F-HR79$560.2M2026-05-01SEC ↗
Q4 2025
13F-HR80$535.7M2026-01-30SEC ↗
Q3 2025
13F-HR78$497.9M2025-11-12SEC ↗
Q2 2025
13F-HR73$434.2M2025-08-05SEC ↗
Q1 2025
13F-HR68$362.2M2025-05-06SEC ↗
Q4 2024
13F-HR60$356.7M2025-02-05SEC ↗
Q3 2024
13F-HR61$347.7M2024-11-04SEC ↗
Q2 2024
13F-HR65$354.1M2024-08-08SEC ↗
Q1 2024
13F-HR64$329.0M2024-04-25SEC ↗
Q4 2023
13F-HR59$286.1M2024-02-05SEC ↗
Q3 2023
13F-HR59$235.7M2023-10-30SEC ↗
Q2 2023
13F-HR59$239.1M2023-07-26SEC ↗
Q1 2023
13F-HR61$219.6M2023-05-04SEC ↗
Q4 2022
13F-HR60$209.3M2023-02-01SEC ↗
Q3 2022
13F-HR60$8.7M2022-10-27SEC ↗
Q2 2022
13F-HR58$10.3M2022-08-03SEC ↗
Q1 2022
13F-HR60$10.2M2022-05-03SEC ↗
Q4 2021
13F-HR61$8.9M2022-01-21SEC ↗
Q3 2021
13F-HR59$7.6M2021-10-14SEC ↗
Q2 2021
13F-HR62$1.7M2021-07-29SEC ↗
Q1 2021
13F-HR60$925.4K2021-04-21SEC ↗
Q4 2020
13F-HR62$795.5K2021-02-10SEC ↗