Skip to content
Disclosery

SkyOak Wealth, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SkyOak Wealth, LLC on AAPL, newest first. How the timeline and the estimate are built.

SkyOak Wealth, LLC held 84,424 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,424 shares
    Change vs previous 13F -75 shares

    3.99% of the 13F portfolio, value $24,428,950.

    13F-HR 0001800379-26-000003 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 84,499 shares
    Change vs previous 13F -1,228 shares

    3.93% of the 13F portfolio, value $21,444,995.

    13F-HR 0001800379-26-000002 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 85,727 shares
    Change vs previous 13F -2,006 shares

    4.19% of the 13F portfolio, value $23,305,691.

    13F-HR 0001800379-26-000001 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 87,733 shares
    Change vs previous 13F -3,091 shares

    4.22% of the 13F portfolio, value $22,339,373.

    13F-HR 0001800379-25-000006 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 90,824 shares
    Change vs previous 13F +657 shares

    3.74% of the 13F portfolio, value $18,634,396.

    13F-HR 0001800379-25-000004 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 90,167 shares
    Change vs previous 13F -2,410 shares

    4.39% of the 13F portfolio, value $20,028,891.

    13F-HR 0001800379-25-000002 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 92,577 shares
    Change vs previous 13F +1,239 shares

    4.96% of the 13F portfolio, value $23,183,159.

    13F-HR 0001800379-25-000001 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 91,338 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $21,281,687.

    13F-HR 0001800379-24-000006 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).