Laurel OAK Wealth Management, LLCGrowthConcentrated trader

CIK: 0002111403 | MARLTON, NJ

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	379	$712.6M	2026-10-19	SEC ↗
Q2 2026	13F-HR	383	$686.5M	2026-07-21	SEC ↗
Q1 2026	13F-HR	360	$595.5M	2026-04-21	SEC ↗
Q4 2025	13F-HR	361	$593.6M	2026-02-12	SEC ↗