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SkyOak Wealth, LLC: CWB position timeline

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

SkyOak Wealth, LLC held 20,578 CWB 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 20,578 shares
    Change vs previous 13F -178 shares

    0.36% of the 13F portfolio, value $2,218,720.

    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 20,756 shares
    Change vs previous 13F -75 shares

    0.35% of the 13F portfolio, value $1,899,589.

    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 20,831 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,858,125.

    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 20,831 shares
    Change vs previous 13F -200 shares

    0.36% of the 13F portfolio, value $1,885,206.

    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 21,031 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,738,422.

    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 21,031 shares
    Change vs previous 13F -300 shares

    0.35% of the 13F portfolio, value $1,611,395.

    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 21,331 shares
    Change vs previous 13F +925 shares

    0.36% of the 13F portfolio, value $1,661,472.

    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 20,406 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,562,896.

    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).