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West Oak Capital, LLC

SEC CIK
0001387399
Latest filing
Oct 3, 2025

USB holding history

US Bancorp DE in every 13F filed by West Oak Capital, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q3 2025 holdings

Shares (Q3 2025)
1,755
Value
$84.8K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of USB by West Oak Capital, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,755$84.8K<0.1%00.0%UnchangedHolders
Q2 20251,755$79.4K<0.1%00.0%UnchangedHolders
Q1 20251,755$74.1K<0.1%00.0%UnchangedHolders
Q4 20241,755$83.9K<0.1%−1,265−41.9%ReducedHolders
Q3 20243,020$138.1K<0.1%−3,786−55.6%ReducedHolders
Q2 20246,806$270.2K0.1%−9,997−59.5%ReducedHolders
Q1 202416,803$751.0K0.3%−8,425−33.4%ReducedHolders
Q4 202325,228$1.06M0.5%−12,513−33.2%ReducedHolders
Q3 202337,741$1.25M0.6%−1,075−2.8%ReducedHolders
Q2 202338,816$1.28M0.6%−12,902−24.9%ReducedHolders
Q1 202351,718$1.86M0.9%+3,105+6.4%AddedHolders
Q4 202248,613$2.12M1.1%−2,860−5.6%ReducedHolders
Q3 202251,473$2.08M1.1%+415+0.8%AddedHolders
Q2 202251,058$2.35M1.2%−975−1.9%ReducedHolders
Q1 202252,033$2.77M1.2%−835−1.6%ReducedHolders
Q4 202152,868$2.97M1.1%−1,685−3.1%ReducedHolders
Q3 202154,553$3.24M1.3%+250.0%AddedHolders
Q2 202154,528$3.11M1.2%−1,035−1.9%ReducedHolders
Q1 202155,563$3.07M1.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.