Skip to content
Disclosery

SkyOak Wealth, LLC: FBP position timeline

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

SkyOak Wealth, LLC held 12,027 FBP 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 12,027 shares
    Change vs previous 13F +145 shares

    0.05% of the 13F portfolio, value $313,544.

    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 11,882 shares
    Change vs previous 13F -1,127 shares

    0.05% of the 13F portfolio, value $253,800.

    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 13,009 shares
    Change vs previous 13F -575 shares

    0.05% of the 13F portfolio, value $269,677.

    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 13,584 shares
    Change vs previous 13F +971 shares

    0.06% of the 13F portfolio, value $299,527.

    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 12,613 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $262,729.

    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).