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SkyOak Wealth, LLC: IEF position timeline

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

SkyOak Wealth, LLC held 247,664 IEF 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 247,664 shares
    Change vs previous 13F +85,910 shares

    3.83% of the 13F portfolio, value $23,421,584.

    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 161,754 shares
    Change vs previous 13F +22,017 shares

    2.83% of the 13F portfolio, value $15,437,802.

    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 139,737 shares
    Change vs previous 13F +14,194 shares

    2.42% of the 13F portfolio, value $13,437,110.

    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 125,543 shares
    Change vs previous 13F +15,951 shares

    2.29% of the 13F portfolio, value $12,109,878.

    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 109,592 shares
    Change vs previous 13F +4,902 shares

    2.11% of the 13F portfolio, value $10,495,626.

    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 104,690 shares
    Change vs previous 13F +13,417 shares

    2.19% of the 13F portfolio, value $9,984,285.

    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 91,273 shares
    Change vs previous 13F +6,905 shares

    1.81% of the 13F portfolio, value $8,438,189.

    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 84,368 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $8,278,188.

    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).