SkyOak Wealth, LLC: DFIN position timeline

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

SkyOak Wealth, LLC held 0 DFIN shares at 2024-12-31 per its 13F-HR filed 2025-01-24.

the latest 13F is the newest step

period ended2024-12-31
13F 0 shares
Change vs previous 13F -4,115 shares
13F-HR 0001800379-25-000001 filed by SkyOak Wealth, LLC
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 4,115 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $270,890.
13F-HR 0001800379-24-000006 filed by SkyOak Wealth, LLC
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).