In a recent SEC filing, Bull Oak Capital, LLC (0001824263) disclosed its holdings as of the end of the reporting period in a Form 13F-HR. The significance of this filing lies in providing transparency to investors and the public about the company’s investment activities. Form 13F-HR requires institutional investment managers with assets under management of $100 million or more to disclose their equity holdings, including stocks, options, and convertible debt.
Bull Oak Capital, LLC is an investment management firm that manages assets for institutional clients, high net worth individuals, and investment companies. The firm focuses on long-term value investing and employs a fundamental research-driven approach to stock selection. For more information about Bull Oak Capital, LLC and its investment strategies, you can visit their website here.
Form 13F-HR is a quarterly filing required by the SEC that provides transparency into the investment activities of institutional investment managers. The form requires disclosure of the manager’s equity holdings, including the name of the security, the class of the security, the CUSIP number, the number of shares held, and the total market value of each holding. This information is valuable for investors, analysts, and the public to track the investment decisions of institutional managers like Bull Oak Capital, LLC.
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Bull Oak Capital, LLC (Filer 0001824263) Submits 13F-HR Form to SEC
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