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SkyOak Wealth, LLC: MINT position timeline

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

SkyOak Wealth, LLC held 39,004 MINT 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 39,004 shares
    Change vs previous 13F -8,402 shares

    0.64% of the 13F portfolio, value $3,931,982.

    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 47,406 shares
    Change vs previous 13F +2,405 shares

    0.87% of the 13F portfolio, value $4,767,587.

    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 45,001 shares
    Change vs previous 13F +3,036 shares

    0.81% of the 13F portfolio, value $4,515,428.

    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 41,965 shares
    Change vs previous 13F +464 shares

    0.8% of the 13F portfolio, value $4,225,412.

    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 41,501 shares
    Change vs previous 13F -584 shares

    0.84% of the 13F portfolio, value $4,172,290.

    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 42,085 shares
    Change vs previous 13F +5,833 shares

    0.93% of the 13F portfolio, value $4,234,590.

    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 36,252 shares
    Change vs previous 13F -2,385 shares

    0.78% of the 13F portfolio, value $3,637,532.

    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 38,637 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,890,358.

    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).