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SkyOak Wealth, LLC: IEFA position timeline

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

SkyOak Wealth, LLC held 204,042 IEFA 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 204,042 shares
    Change vs previous 13F +12,293 shares

    3.22% of the 13F portfolio, value $19,706,421.

    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 191,749 shares
    Change vs previous 13F +5,193 shares

    3.18% of the 13F portfolio, value $17,359,077.

    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 186,556 shares
    Change vs previous 13F +10,075 shares

    3% of the 13F portfolio, value $16,689,339.

    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 176,481 shares
    Change vs previous 13F -2,974 shares

    2.91% of the 13F portfolio, value $15,408,577.

    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 179,455 shares
    Change vs previous 13F +9,732 shares

    3.01% of the 13F portfolio, value $14,980,923.

    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 169,723 shares
    Change vs previous 13F +10,938 shares

    2.81% of the 13F portfolio, value $12,839,557.

    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 158,785 shares
    Change vs previous 13F +9,180 shares

    2.39% of the 13F portfolio, value $11,159,409.

    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 149,605 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $11,676,670.

    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).