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CIK 0001846161 • 7 13F filings • Apr 15, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("oak-family-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001846161-25-000005 |
| $399.9M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001846161-26-000003 | $391.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001846161-25-000004 | $317.2M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001846161-26-000002 | $355.3M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001846161-25-000002 | $296.9M | View |