0001140361-24-020456.txt : 20240418 0001140361-24-020456.hdr.sgml : 20240418 20240418131609 ACCESSION NUMBER: 0001140361-24-020456 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Oak Capital, LLC CENTRAL INDEX KEY: 0001387399 ORGANIZATION NAME: IRS NUMBER: 562398650 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12100 FILM NUMBER: 24853727 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 1 primary_doc.xml X0202 13F-HR LIVE 0001387399 XXXXXXXX 03-31-2024 03-31-2024 false West Oak Capital, LLC

2801 TOWNSGATE ROAD, SUITE 112 WESTLAKE VILLAGE CA 91361

13F HOLDINGS REPORT 028-12100 N Lisa Snider 805-230-8282 /s/ Lisa Snider Westlake Village CA 04-17-2024 0 318 235128 INFORMATION TABLE 2 informationtable.xml 3M Company COM 88579Y101 568 5355 SH SOLE 5355 0 0 A F L A C Inc COM 001055102 793 9235 SH SOLE 9235 0 0 Abbott Laboratories COM 002824100 2578 22678 SH SOLE 22678 0 0 AbbVie Inc COM 00287Y109 1738 9546 SH SOLE 9546 0 0 Accenture Ltd Cl A COM G1150G111 3470 10011 SH SOLE 10011 0 0 Adobe Systems Inc COM 00724F101 58 115 SH SOLE 115 0 0 Advanced Drainage Systems Inc COM 00790R104 13 75 SH SOLE 75 0 0 Advanced Micro Devices COM 007903107 32 180 SH SOLE 180 0 0 Affirm Hldgs Inc COM 00827B106 1 40 SH SOLE 40 0 0 Air Products & Chemicals COM 009158106 2176 8981 SH SOLE 8981 0 0 Allogene Therapeutics In COM 019770106 0 100 SH SOLE 100 0 0 Allstate Corporation COM 020002101 115 663 SH SOLE 663 0 0 Alphabet Inc Class A COM 02079K305 434 2875 SH SOLE 2875 0 0 Alphabet Inc Class C COM 02079K107 3743 24585 SH SOLE 24585 0 0 Altria Group Inc 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