Oakwell Private Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Oakwell Private Wealth Management going back to Feb. 10, 2021
- Oakwell Private Wealth Management 2025 Q3 - filed Nov. 12, 2025 - new!
- Oakwell Private Wealth Management 2025 Q2 - filed Aug. 5, 2025
- Oakwell Private Wealth Management 2025 Q1 - filed May 6, 2025
- Oakwell Private Wealth Management 2024 Q4 - filed Feb. 5, 2025
- Oakwell Private Wealth Management 2024 Q3 - filed Nov. 4, 2024
- Oakwell Private Wealth Management 2024 Q2 - filed Aug. 8, 2024
- Oakwell Private Wealth Management 2024 Q1 - filed April 25, 2024
- Oakwell Private Wealth Management 2023 Q4 - filed Feb. 5, 2024
- Oakwell Private Wealth Management 2023 Q3 - filed Oct. 30, 2023
- Oakwell Private Wealth Management 2023 Q2 - filed July 26, 2023
- Oakwell Private Wealth Management 2023 Q1 - filed May 4, 2023
- Oakwell Private Wealth Management 2022 Q4 - filed Feb. 1, 2023
- Oakwell Private Wealth Management 2022 Q3 - filed Oct. 27, 2022
- Oakwell Private Wealth Management 2022 Q2 - filed Aug. 3, 2022
- Oakwell Private Wealth Management 2022 Q1 - filed May 3, 2022
- Oakwell Private Wealth Management 2021 Q4 - filed Jan. 21, 2022
- Oakwell Private Wealth Management 2021 Q3 - filed Oct. 14, 2021
- Oakwell Private Wealth Management 2021 Q2 - filed July 29, 2021
- Oakwell Private Wealth Management 2021 Q1 - filed April 21, 2021
- Oakwell Private Wealth Management 2020 Q4 - filed Feb. 10, 2021