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
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0001387399
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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
Partner
805-230-8282
/s/ Lisa Snider
Westlake Village
CA
04-17-2024
0
318
235128
INFORMATION TABLE
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COM
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COM
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Mattel Incorporated
COM
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COM
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COM
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COM
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COM
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Merck & Co Inc
COM
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Meta Platforms Inc
COM
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Metlife Inc
COM
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Microchip Technology Inc
COM
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Microsoft Corp
COM
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MicroStrategy Inc
COM
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Mid Amer Apt Cmntys Inc.
COM
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COM
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Modine Manufacturing Co
COM
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COM
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Nextera Energy
COM
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3625
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