DOSSIER · 13F-HR · Q3 2025

West Oak Capital, LLC

$3M in tracked AUM across 285 positions as of Q3 2025.

WO
CIK 0001387399 · last filed Sep 30, 2025
Total AUM
$3M
as of Q3 2025
Holdings
285
—
positions
Whale Score
23
23
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

West Oak Capital, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
Loading holdings…

Filing history

2025Q3Sep 30
$3M▼ 1.2%
285 positionsLocked
2025Q2Jun 30
$3M▼ 1.3%
316 positionsLocked
2025Q1Mar 31
$3M▼ 8.5%
320 positionsLocked
2024Q4Dec 31
$3M▼ 47.5%
320 positionsLocked
2024Q3Sep 30
$5M▼ 97.8%
324 positionsLocked
2024Q2Jun 30
$249M▲ 5.7%
329 positionsLocked
2024Q1Mar 31
$235M▲ 10.0%
318 positionsLocked
2023Q4Dec 31
$214M▲ 6.2%
324 positionsLocked
2023Q3Sep 30
$201M▼ 2.2%
322 positionsLocked
2023Q2Jun 30
$206M▲ 4.3%
327 positionsLocked
2023Q1Mar 31
$197M▲ 103029.6%
331 positionsLocked
2022Q4Dec 31
$191K▼ 99.9%
307 positionsLocked
Showing 12 of 73