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SkyOak Wealth, LLC: IWN position timeline

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

SkyOak Wealth, LLC held 10,538 IWN 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 10,538 shares
    Change vs previous 13F -1,531 shares

    0.38% of the 13F portfolio, value $2,331,006.

    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 12,069 shares
    Change vs previous 13F +48 shares

    0.42% of the 13F portfolio, value $2,288,162.

    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 12,021 shares
    Change vs previous 13F -59 shares

    0.39% of the 13F portfolio, value $2,178,325.

    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 12,080 shares
    Change vs previous 13F +323 shares

    0.4% of the 13F portfolio, value $2,135,865.

    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 11,757 shares
    Change vs previous 13F -114 shares

    0.37% of the 13F portfolio, value $1,854,784.

    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 11,871 shares
    Change vs previous 13F -612 shares

    0.39% of the 13F portfolio, value $1,792,284.

    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 12,483 shares
    Change vs previous 13F -125 shares

    0.44% of the 13F portfolio, value $2,049,334.

    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 12,608 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,103,267.

    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).