Skip to content
Disclosery

SkyOak Wealth, LLC: CASY position timeline

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

SkyOak Wealth, LLC held 394 CASY 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 394 shares
    Change vs previous 13F -64 shares

    0.05% of the 13F portfolio, value $313,147.

    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 458 shares
    Change vs previous 13F -70 shares

    0.06% of the 13F portfolio, value $333,360.

    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 528 shares
    Change vs previous 13F -23 shares

    0.05% of the 13F portfolio, value $291,831.

    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 551 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $311,491.

    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).