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SkyOak Wealth, LLC: EFA position timeline

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

SkyOak Wealth, LLC held 6,942 EFA 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 6,942 shares
    Change vs previous 13F +306 shares

    0.12% of the 13F portfolio, value $721,135.

    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 6,636 shares
    Change vs previous 13F -10 shares

    0.12% of the 13F portfolio, value $644,555.

    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 6,646 shares
    Change vs previous 13F -33 shares

    0.11% of the 13F portfolio, value $638,215.

    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 6,679 shares
    Change vs previous 13F -669 shares

    0.12% of the 13F portfolio, value $623,618.

    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 7,348 shares
    Change vs previous 13F -1,984 shares

    0.13% of the 13F portfolio, value $656,838.

    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 9,332 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $762,704.

    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 9,332 shares
    Change vs previous 13F +890 shares

    0.15% of the 13F portfolio, value $705,593.

    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 8,442 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $706,004.

    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).