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SkyOak Wealth, LLC: ARKK position timeline

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

SkyOak Wealth, LLC held 89,400 ARKK 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 89,400 shares
    Change vs previous 13F -3,031 shares

    1.18% of the 13F portfolio, value $7,225,308.

    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 92,431 shares
    Change vs previous 13F +359 shares

    1.14% of the 13F portfolio, value $6,247,411.

    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 92,072 shares
    Change vs previous 13F -3,516 shares

    1.27% of the 13F portfolio, value $7,082,178.

    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 95,588 shares
    Change vs previous 13F -3,101 shares

    1.56% of the 13F portfolio, value $8,249,244.

    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 98,689 shares
    Change vs previous 13F -140 shares

    1.39% of the 13F portfolio, value $6,936,850.

    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 98,829 shares
    Change vs previous 13F +491 shares

    1.03% of the 13F portfolio, value $4,702,284.

    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 98,338 shares
    Change vs previous 13F -5,714 shares

    1.19% of the 13F portfolio, value $5,582,648.

    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 104,052 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,945,592.

    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).