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SkyOak Wealth, LLC: JEPI position timeline

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

SkyOak Wealth, LLC held 78,136 JEPI 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 78,136 shares
    Change vs previous 13F +19,297 shares

    0.72% of the 13F portfolio, value $4,413,099.

    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 58,839 shares
    Change vs previous 13F +2,576 shares

    0.61% of the 13F portfolio, value $3,334,995.

    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 56,263 shares
    Change vs previous 13F -9,480 shares

    0.58% of the 13F portfolio, value $3,220,494.

    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 65,743 shares
    Change vs previous 13F +7,796 shares

    0.71% of the 13F portfolio, value $3,753,925.

    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 57,947 shares
    Change vs previous 13F +1,977 shares

    0.66% of the 13F portfolio, value $3,294,287.

    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 55,970 shares
    Change vs previous 13F +6,194 shares

    0.7% of the 13F portfolio, value $3,198,126.

    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 49,776 shares
    Change vs previous 13F +8,671 shares

    0.61% of the 13F portfolio, value $2,863,613.

    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 41,105 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,446,159.

    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).