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SkyOak Wealth, LLC: JPIE position timeline

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

SkyOak Wealth, LLC held 181,837 JPIE 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 181,837 shares
    Change vs previous 13F -6,400 shares

    1.37% of the 13F portfolio, value $8,373,594.

    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 188,237 shares
    Change vs previous 13F +18,727 shares

    1.59% of the 13F portfolio, value $8,672,079.

    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 169,510 shares
    Change vs previous 13F +13,800 shares

    1.41% of the 13F portfolio, value $7,846,618.

    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 155,710 shares
    Change vs previous 13F +6,969 shares

    1.36% of the 13F portfolio, value $7,226,501.

    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 148,741 shares
    Change vs previous 13F -3,117 shares

    1.38% of the 13F portfolio, value $6,889,683.

    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 151,858 shares
    Change vs previous 13F +32,541 shares

    1.53% of the 13F portfolio, value $6,996,098.

    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 119,317 shares
    Change vs previous 13F +23,949 shares

    1.16% of the 13F portfolio, value $5,443,242.

    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 95,368 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,424,122.

    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).