0001140361-23-035170.txt : 20230719 0001140361-23-035170.hdr.sgml : 20230719 20230719130421 ACCESSION NUMBER: 0001140361-23-035170 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230719 DATE AS OF CHANGE: 20230719 EFFECTIVENESS DATE: 20230719 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Oak Capital, LLC CENTRAL INDEX KEY: 0001387399 IRS NUMBER: 562398650 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12100 FILM NUMBER: 231096209 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 06-30-2023 06-30-2023 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 07-18-2023 0 327 205861144 INFORMATION TABLE 2 informationtable.xml 3M Company COM 88579Y101 665098 6645 SH SOLE 6645 0 0 A F L A C Inc COM 001055102 644603 9235 SH SOLE 9235 0 0 Abbott Laboratories COM 002824100 2566331 23540 SH SOLE 23540 0 0 AbbVie Inc COM 00287Y109 1291791 9588 SH SOLE 9588 0 0 Accenture Ltd Cl A COM G1150G111 3142887 10185 SH SOLE 10185 0 0 Adobe Systems Inc COM 00724F101 56234 115 SH SOLE 115 0 0 Advanced Micro Devices COM 007903107 17087 150 SH SOLE 150 0 0 Affirm Hldgs Inc COM 00827B106 613 40 SH SOLE 40 0 0 Air Products & Chemicals COM 009158106 2648444 8842 SH SOLE 8842 0 0 Allogene Therapeutics In COM 019770106 497 100 SH SOLE 100 0 0 Allstate Corporation COM 020002101 63570 583 SH SOLE 583 0 0 Alphabet Inc Class A COM 02079K305 335160 2800 SH SOLE 2800 0 0 Alphabet Inc Class C COM 02079K107 2946829 24360 SH SOLE 24360 0 0 Altria Group Inc COM 02209S103 128652 2840 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