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SkyOak Wealth, LLC: EMR position timeline

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

SkyOak Wealth, LLC held 23,736 EMR 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 23,736 shares
    Change vs previous 13F -388 shares

    0.56% of the 13F portfolio, value $3,397,808.

    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 24,124 shares
    Change vs previous 13F -381 shares

    0.58% of the 13F portfolio, value $3,160,661.

    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 24,505 shares
    Change vs previous 13F -96 shares

    0.58% of the 13F portfolio, value $3,252,237.

    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 24,601 shares
    Change vs previous 13F -462 shares

    0.61% of the 13F portfolio, value $3,227,094.

    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 25,063 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $3,341,583.

    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 25,063 shares
    Change vs previous 13F -113 shares

    0.6% of the 13F portfolio, value $2,747,853.

    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 25,176 shares
    Change vs previous 13F -282 shares

    0.67% of the 13F portfolio, value $3,120,000.

    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 25,458 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,784,287.

    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).