Lionsbridge Wealth Management LLC / OAKM
Lionsbridge Wealth Management LLC’s Harris Oakmark Etf Trust Position
Does Lionsbridge Wealth Management LLC own Harris Oakmark Etf Trust (OAKM)? Not currently — the last reported position was 63.3K shares worth $2M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q2 2025
Shares
63.3K
% of Portfolio
+1.62%
Quarters Held
1
position exited
Position History OAKM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 63.3K | $2M | +1.62% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of OAKM.