Oakwell Private Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Austin, TX
CIK
0001844024
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 59 235,716 13F-HR 10/30/2023 000194104023000320 Oakwell Private Wealth Management, LLC
Q2 2023 59 239,076 13F-HR 7/26/2023 000194104023000177 Oakwell Private Wealth Management, LLC
Q1 2023 61 219,553 13F-HR 5/4/2023 000194104023000122 Oakwell Private Wealth Management, LLC
Q4 2022 60 209,332 13F-HR 2/1/2023 000194104023000042 Oakwell Private Wealth Management, LLC
Q3 2022 60 180,584 13F-HR 10/27/2022 000184402422000008 Oakwell Private Wealth Management, LLC
Q2 2022 58 175,356 13F-HR 8/3/2022 000184402422000006 Oakwell Private Wealth Management, LLC
Q1 2022 60 198,866 13F-HR 5/3/2022 000184402422000004 Oakwell Private Wealth Management, LLC
Q4 2021 61 201,023 13F-HR 1/21/2022 000184402422000002 Oakwell Private Wealth Management, LLC
Q3 2021 59 185,022 13F-HR 10/14/2021 000184402421000008 Oakwell Private Wealth Management, LLC
Q2 2021 62 155,797 13F-HR 7/29/2021 000184402421000006 Oakwell Private Wealth Management, LLC
Q1 2021 60 141,169 13F-HR 4/21/2021 000184402421000004 Oakwell Private Wealth Management, LLC
Q4 2020 62 127,180 13F-HR 2/10/2021 000184402421000002 Oakwell Private Wealth Management, LLC