SkyOak Wealth, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SkyOak Wealth, LLC on PG, newest first. How the timeline and the estimate are built.
SkyOak Wealth, LLC held 25,298 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 25,298 sharesChange vs previous 13F -745 shares
0.61% of the 13F portfolio, value $3,709,703.
13F-HR 0001800379-26-000003 filed by SkyOak Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,043 sharesChange vs previous 13F -231 shares
0.69% of the 13F portfolio, value $3,761,694.
13F-HR 0001800379-26-000002 filed by SkyOak Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,274 sharesChange vs previous 13F -213 shares
0.68% of the 13F portfolio, value $3,765,369.
13F-HR 0001800379-26-000001 filed by SkyOak Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,487 sharesChange vs previous 13F -419 shares
0.77% of the 13F portfolio, value $4,069,773.
13F-HR 0001800379-25-000006 filed by SkyOak Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,906 sharesChange vs previous 13F -1 shares
0.86% of the 13F portfolio, value $4,286,711.
13F-HR 0001800379-25-000004 filed by SkyOak Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,907 sharesChange vs previous 13F +1,195 shares
1% of the 13F portfolio, value $4,585,541.
13F-HR 0001800379-25-000002 filed by SkyOak Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,712 sharesChange vs previous 13F -637 shares
0.92% of the 13F portfolio, value $4,310,650.
13F-HR 0001800379-25-000001 filed by SkyOak Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,349 sharesChange vs previous 13F not available
1.01% of the 13F portfolio, value $4,563,681.
13F-HR 0001800379-24-000006 filed by SkyOak Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).