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SkyOak Wealth, LLC: NVDA position timeline

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

SkyOak Wealth, LLC held 39,918 NVDA 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 39,918 shares
    Change vs previous 13F -1,100 shares

    1.3% of the 13F portfolio, value $7,987,101.

    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 41,018 shares
    Change vs previous 13F -69 shares

    1.31% of the 13F portfolio, value $7,153,501.

    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 41,087 shares
    Change vs previous 13F -1,499 shares

    1.38% of the 13F portfolio, value $7,662,685.

    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 42,586 shares
    Change vs previous 13F -3,013 shares

    1.5% of the 13F portfolio, value $7,945,714.

    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 45,599 shares
    Change vs previous 13F +13,839 shares

    1.45% of the 13F portfolio, value $7,204,137.

    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 31,760 shares
    Change vs previous 13F -1,757 shares

    0.75% of the 13F portfolio, value $3,442,100.

    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 33,517 shares
    Change vs previous 13F -3,075 shares

    0.96% of the 13F portfolio, value $4,500,937.

    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 36,592 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,443,693.

    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).