Oakwell Private Wealth Management, LLC quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Oakwell Private Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1844024): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-08-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Harfst & Associates, Inc. | United States | $0.560B | 121 |
| FLC Capital Advisors | United States | $0.560B | 221 |
| Newbrook Capital Advisors LP | United States | $0.560B | 16 |
| Moment Partners, LLC | United States | $0.561B | 113 |
| Twele Capital Management, Inc. | United States | $0.561B | 39 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | United States | $0.561B | 76 |
| Delta Investment Management, LLC | United States | $0.559B | 273 |
| Key FInancial Inc | United States | $0.562B | 1,440 |
| Curran Financial Partners, LLC | United States | $0.559B | 127 |
| Maytus Capital Management, LLC | United States | $0.562B | 62 |