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SkyOak Wealth, LLC: JSCP position timeline

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

SkyOak Wealth, LLC held 313,090 JSCP 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 313,090 shares
    Change vs previous 13F +21,644 shares

    2.41% of the 13F portfolio, value $14,760,629.

    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 291,446 shares
    Change vs previous 13F +20,261 shares

    2.52% of the 13F portfolio, value $13,785,396.

    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 271,185 shares
    Change vs previous 13F +28,032 shares

    2.32% of the 13F portfolio, value $12,896,745.

    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 243,153 shares
    Change vs previous 13F +16,496 shares

    2.19% of the 13F portfolio, value $11,576,514.

    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 226,657 shares
    Change vs previous 13F +11,567 shares

    2.16% of the 13F portfolio, value $10,752,608.

    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 215,090 shares
    Change vs previous 13F +20,524 shares

    2.22% of the 13F portfolio, value $10,154,399.

    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 194,566 shares
    Change vs previous 13F +63,692 shares

    1.94% of the 13F portfolio, value $9,072,613.

    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 130,874 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $6,219,132.

    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).