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SkyOak Wealth, LLC: NOW position timeline

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

SkyOak Wealth, LLC held 14,140 NOW 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 14,140 shares
    Change vs previous 13F -635 shares

    0.23% of the 13F portfolio, value $1,403,819.

    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 14,775 shares
    Change vs previous 13F +1,230 shares

    0.28% of the 13F portfolio, value $1,544,726.

    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 13,545 shares
    Change vs previous 13F +10,836 shares

    0.37% of the 13F portfolio, value $2,074,959.

    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 2,709 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $2,493,039.

    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 2,709 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,785,069.

    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 2,709 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $2,156,743.

    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 2,709 shares
    Change vs previous 13F -3 shares

    0.61% of the 13F portfolio, value $2,871,865.

    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 2,712 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,425,586.

    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).