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SkyOak Wealth, LLC: AVUV position timeline

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

SkyOak Wealth, LLC held 89,676 AVUV 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 89,676 shares
    Change vs previous 13F +22,552 shares

    1.83% of the 13F portfolio, value $11,187,925.

    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 67,124 shares
    Change vs previous 13F +6,642 shares

    1.36% of the 13F portfolio, value $7,415,188.

    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 60,482 shares
    Change vs previous 13F +6,201 shares

    1.11% of the 13F portfolio, value $6,167,954.

    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 54,281 shares
    Change vs previous 13F +12,007 shares

    1.02% of the 13F portfolio, value $5,402,588.

    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 42,274 shares
    Change vs previous 13F -58,170 shares

    0.77% of the 13F portfolio, value $3,851,161.

    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 100,444 shares
    Change vs previous 13F +25,719 shares

    1.92% of the 13F portfolio, value $8,755,703.

    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 74,725 shares
    Change vs previous 13F +23,951 shares

    1.54% of the 13F portfolio, value $7,213,204.

    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 50,774 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,871,765.

    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).