SpringVest Wealth Management LLC
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 2058986
DALLAS, TX
All Filings in OAKM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAKM | $214,510 | 7,782 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 OAKM | $220,697 | 7,782 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 OAKM | $208,401 | 7,782 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||