0001140361-22-041299.txt : 20221114
0001140361-22-041299.hdr.sgml : 20221114
20221114140833
ACCESSION NUMBER: 0001140361-22-041299
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221114
DATE AS OF CHANGE: 20221114
EFFECTIVENESS DATE: 20221114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: West Oak Capital, LLC
CENTRAL INDEX KEY: 0001387399
IRS NUMBER: 562398650
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12100
FILM NUMBER: 221383657
BUSINESS ADDRESS:
STREET 1: 2801 TOWNSGATE ROAD, SUITE 112
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
BUSINESS PHONE: (805) 230-8282
MAIL ADDRESS:
STREET 1: 2801 TOWNSGATE ROAD, SUITE 112
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
FORMER COMPANY:
FORMER CONFORMED NAME: Live Oak Capital, LLC
DATE OF NAME CHANGE: 20070122
13F-HR/A
1
primary_doc.xml
13F-HR/A
LIVE
0001387399
XXXXXXXX
09-30-2022
09-30-2022
true
1
RESTATEMENT
West Oak Capital, LLC
2801 TOWNSGATE ROAD, SUITE 112
WESTLAKE VILLAGE
CA
91361
13F HOLDINGS REPORT
028-12100
N
Lisa Snider
Partner
805-230-8282
/s/ Lisa Snider
Westlake Village
CA
10-27-2022
0
343
184381
INFORMATION TABLE
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informationtable.xml
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00287Y109
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G1150G111
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10612
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Adobe Systems Inc
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00724F101
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2800
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019770106
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100
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Allstate Corporation
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76
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Analog Devices Inc
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046353108
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AT&T
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00206R102
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Auto Data Processing
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Avery Dennison Corp
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053611109
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700
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Bank Of America Corp
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060505104
172
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071813109
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Becton Dickinson & Co
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075887109
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084670207
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Biogen Idec Inc
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09062X103
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09061G101
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Bristol-Myers Squibb Co
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362
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5090
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Broadcom Ltd
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Broadridge
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C V S Corp
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Cabot Oil & Gas
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802
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Cardinal Health Inc
COM
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Carrier Global Corp
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Chargepoint Hldgs Inc
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Church & Dwight Co Inc
COM
171340102
56
777
SH
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Ciena Corp
COM
171779309
12
300
SH
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300
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Cigna Corp
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125509109
132
475
SH
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475
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Cincinnati Finl
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270
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Citigroup Inc
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Citizens Finl Group Inc
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400
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Clean Energy Fuels
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Clorox Company
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2838
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16
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Dermtech Inc
COM
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Diageo Plc New ADR
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Digital World Acquisitio
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E O G Resources Inc
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Franklin Resources Inc
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Generac Holdings Inc
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General Electric Company
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26050
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Jack In The Box Inc
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Kellogg Company
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1600
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1600
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COM
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240
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240
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COM
482480100
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400
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400
0
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Kraft Heinz Company
COM
500754106
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500
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0
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Kulicke & Soffa Inds
COM
501242101
15
400
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Kyndryl Holdings
COM
50155Q100
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70
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Lam Research Corporation
COM
512807108
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Lamb Weston Holdings
COM
513272104
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176
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176
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Lattice Semiconductr
COM
518415104
25
500
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SOLE
500
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Lehman Bros Holding Inc
COM
524908100
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1200
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1200
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Lennar Corp
COM
526057104
1840
24686
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24686
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Lennar Corp
COM
526057302
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1555
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1555
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Lilly Eli & Company
COM
532457108
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8729
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8729
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Lockheed Martin Corp
COM
539830109
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5164
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50212V100
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51
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Mannkind Corp
COM
56400P201
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3000
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3000
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Masimo Corp
COM
574795100
14
100
SH
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100
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Mastercard Inc
COM
57636Q104
512
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1800
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Mattel Incorporated
COM
577081102
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320
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320
0
0
Mc Cormick & Co Inc N-Vt
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Mc Donalds Corp
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580135101
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Mckesson Corporation
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58155Q103
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Medtronic Inc
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Merck & Co Inc
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589331107
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Microchip Technology Inc
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Microsoft Corp
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Mid Amer Apt Cmntys Inc.
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310
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Mondelez Intl Inc Cl A
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