A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Oak Wealth Advisors LLC.

Business address: 836 Skokie Blvd, Northbrook, IL, 60062
Top securities (13F): AVDE, AVUS, IVV, DFAI, DFAU, AVEM, AVUV, HELO, DFUS, AVDV, BND, DFSV, DFAE, VTEB, PYLD, VNQ, VB, MUB, AAPL, and VTEI
State of incorporation: IL
Fiscal year end: 31 December

Oak Wealth Advisors LLC has filed 6 SEC EDGAR filings since 14 Feb 2025

Recent SEC filings for Oak Wealth Advisors LLC including N-PX, 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
N-PX	Open N-PX document	View SEC filing for N-PX	26 Nov 2025	25 Nov 2025	028-25230
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	24 Oct 2025	30 Sep 2025	028-25230
N-PX	Open N-PX document	View SEC filing for N-PX	15 Jul 2025	30 Jun 2025	028-25230
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	15 Jul 2025	30 Jun 2025	028-25230
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	24 Apr 2025	31 Mar 2025	028-25230
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Feb 2025	31 Dec 2024	028-25230

Oak Wealth Advisors LLC files with the SEC under CIK 0002056728. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.