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SkyOak Wealth, LLC: FLV position timeline

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

SkyOak Wealth, LLC held 41,744 FLV 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 41,744 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $3,393,787.

    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 41,744 shares
    Change vs previous 13F -122 shares

    0.59% of the 13F portfolio, value $3,201,147.

    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 41,866 shares
    Change vs previous 13F -85 shares

    0.57% of the 13F portfolio, value $3,172,187.

    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 41,951 shares
    Change vs previous 13F -67 shares

    0.58% of the 13F portfolio, value $3,093,916.

    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 42,018 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $2,932,310.

    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 42,018 shares
    Change vs previous 13F +729 shares

    0.64% of the 13F portfolio, value $2,936,638.

    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 41,289 shares
    Change vs previous 13F -244 shares

    0.59% of the 13F portfolio, value $2,756,041.

    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 41,533 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,905,711.

    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).