PPLT β€” abrdn Physical Platinum Shares ETF

Ownership history in West Oak Capital, LLC  Β·  1 quarter on record

AI Ownership Summary

West Oak Capital, LLC reported abrdn Physical Platinum Shares ETF (PPLT) in 1 quarterly 13F filing from 2025 Q2 through 2025 Q2. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows PPLT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PPLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Oak Capital, LLC's position in abrdn Physical Platinum Shares ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

PPLT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How West Oak Capital, LLC held PPLT β€” position size vs. price
% of Fund (quarterly)    PPLT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 INITIATED 270 β€” β€” 0.01% $332K 2025-07-15 $124.23

🏒 Other funds also holding PPLT

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.08% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.02%

FAQ About West Oak Capital, LLC and PPLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has West Oak Capital, LLC reported owning PPLT?

West Oak Capital, LLC reported PPLT across 1 quarterly 13F filings, from 2025 Q2 through 2025 Q2.

What was the largest reported PPLT position in West Oak Capital, LLC's portfolio?

The largest reported portfolio weight for PPLT was 0.01% in 2025 Q2.

What is the latest reported PPLT position on this page?

The most recent filing on this page is 2025 Q2, when West Oak Capital, LLC reported 270 shares, equal to 0.01% of portfolio, with an estimated market value of $332K.

What does the chart on this PPLT ownership page compare?

The chart compares West Oak Capital, LLC's quarterly PPLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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