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SkyOak Wealth, LLC: IUSV position timeline

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

SkyOak Wealth, LLC held 189,458 IUSV 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 189,458 shares
    Change vs previous 13F -11,018 shares

    3.41% of the 13F portfolio, value $20,868,770.

    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 200,476 shares
    Change vs previous 13F -545 shares

    3.75% of the 13F portfolio, value $20,498,642.

    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 201,021 shares
    Change vs previous 13F -2,515 shares

    3.71% of the 13F portfolio, value $20,612,679.

    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 203,536 shares
    Change vs previous 13F -3,222 shares

    3.84% of the 13F portfolio, value $20,343,439.

    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 206,758 shares
    Change vs previous 13F +4,447 shares

    3.93% of the 13F portfolio, value $19,565,533.

    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 202,311 shares
    Change vs previous 13F +2,973 shares

    4.09% of the 13F portfolio, value $18,671,326.

    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 199,338 shares
    Change vs previous 13F +1,985 shares

    3.95% of the 13F portfolio, value $18,456,664.

    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 197,353 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $18,845,205.

    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).