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SkyOak Wealth, LLC: FV position timeline

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

SkyOak Wealth, LLC held 105,819 FV 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 105,819 shares
    Change vs previous 13F -1,929 shares

    1.31% of the 13F portfolio, value $8,029,563.

    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 107,748 shares
    Change vs previous 13F +297 shares

    1.19% of the 13F portfolio, value $6,512,020.

    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 107,451 shares
    Change vs previous 13F -1,109 shares

    1.22% of the 13F portfolio, value $6,760,785.

    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 108,560 shares
    Change vs previous 13F -3,675 shares

    1.27% of the 13F portfolio, value $6,722,035.

    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 112,235 shares
    Change vs previous 13F -17 shares

    1.34% of the 13F portfolio, value $6,651,046.

    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 112,252 shares
    Change vs previous 13F -2,674 shares

    1.35% of the 13F portfolio, value $6,158,145.

    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 114,926 shares
    Change vs previous 13F -2,511 shares

    1.45% of the 13F portfolio, value $6,787,530.

    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 117,437 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $6,843,054.

    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).