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SkyOak Wealth, LLC: IJR position timeline

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

SkyOak Wealth, LLC held 70,005 IJR 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 70,005 shares
    Change vs previous 13F +1,520 shares

    1.7% of the 13F portfolio, value $10,382,445.

    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 68,485 shares
    Change vs previous 13F +1,300 shares

    1.56% of the 13F portfolio, value $8,513,424.

    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 67,185 shares
    Change vs previous 13F +2,181 shares

    1.45% of the 13F portfolio, value $8,074,339.

    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 65,004 shares
    Change vs previous 13F -1,023 shares

    1.46% of the 13F portfolio, value $7,724,456.

    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 66,027 shares
    Change vs previous 13F -406 shares

    1.45% of the 13F portfolio, value $7,216,109.

    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 66,433 shares
    Change vs previous 13F -8,776 shares

    1.52% of the 13F portfolio, value $6,946,907.

    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 75,209 shares
    Change vs previous 13F -6,747 shares

    1.85% of the 13F portfolio, value $8,665,581.

    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 81,956 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $9,585,574.

    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).