West Oak Capital, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$962K
Signature - Title
Lisa Snider - Partner
Location
Westlake Village, CA
Summary
This page shows a list of all the recent 13F filings made by West Oak Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. West Oak Capital, LLC reported 305 stock holdings with total value $962K as of Q4 2024. Top holdings included JEF, AVGO, C, WEC, and FNF.
Holdings Value