CASTLEKEEP INVESTMENT ADVISORS LLC
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 1404780
Westport, CT
All Filings in OAKM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAKM | $5,101,812 | 185,083 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 OAKM | $4,539,244 | 160,058 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 OAKM | $3,437,105 | 128,346 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 OAKM | $2,913,164 | 113,441 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||