Western Pacific Wealth Management, LP
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 1907320
Lake Forest, IL
All Filings in OAKM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAKM | $4,420,599 | 160,370 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 OAKM | $4,374,331 | 154,243 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 OAKM | $4,083,360 | 152,478 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 OAKM | $3,560,942 | 138,666 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 OAKM | $3,002,044 | 122,783 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 OAKM | $637,705 | 27,126 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||