SkyOak Wealth, LLC: DAL position timeline

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

SkyOak Wealth, LLC held 2,475 DAL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F 2,475 shares
Change vs previous 13F +2,475 shares
0.04% of the 13F portfolio, value $231,809.
13F-HR 0001800379-26-000003 filed by SkyOak Wealth, LLC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 0 shares
Change vs previous 13F -7,612 shares
13F-HR 0001800379-26-000001 filed by SkyOak Wealth, LLC
Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 7,612 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $431,981.
13F-HR 0001800379-25-000006 filed by SkyOak Wealth, LLC
Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).