0001140361-23-047143.txt : 20231005 0001140361-23-047143.hdr.sgml : 20231005 20231005154137 ACCESSION NUMBER: 0001140361-23-047143 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231005 DATE AS OF CHANGE: 20231005 EFFECTIVENESS DATE: 20231005 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: 231311217 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 09-30-2023 09-30-2023 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 10-05-2023 0 322 201439 INFORMATION TABLE 2 informationtable.xml 3M Company COM 88579Y101 610 6515 SH SOLE 6515 0 0 A F L A C Inc COM 001055102 709 9235 SH SOLE 9235 0 0 Abbott Laboratories COM 002824100 2277 23508 SH SOLE 23508 0 0 AbbVie Inc COM 00287Y109 1423 9546 SH SOLE 9546 0 0 Accenture Ltd Cl A COM G1150G111 3130 10193 SH SOLE 10193 0 0 Adobe Systems Inc COM 00724F101 59 115 SH SOLE 115 0 0 Advanced Micro Devices COM 007903107 15 150 SH SOLE 150 0 0 Affirm Hldgs Inc COM 00827B106 1 40 SH SOLE 40 0 0 Air Products & Chemicals COM 009158106 2491 8791 SH SOLE 8791 0 0 Allogene Therapeutics In COM 019770106 0 100 SH SOLE 100 0 0 Allstate Corporation COM 020002101 46 413 SH SOLE 413 0 0 Alphabet Inc Class A COM 02079K305 366 2800 SH SOLE 2800 0 0 Alphabet Inc Class C COM 02079K107 3195 24230 SH SOLE 24230 0 0 Altria Group Inc COM 02209S103 119 2840 SH SOLE 2840 0 0 Amazon.Com Inc COM 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