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SkyOak Wealth, LLC: PLTR position timeline

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

SkyOak Wealth, LLC held 8,682 PLTR 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 8,682 shares
    Change vs previous 13F +1,213 shares

    0.17% of the 13F portfolio, value $1,012,929.

    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 7,469 shares
    Change vs previous 13F +1,070 shares

    0.2% of the 13F portfolio, value $1,092,565.

    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 6,399 shares
    Change vs previous 13F +4,025 shares

    0.2% of the 13F portfolio, value $1,137,422.

    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 2,374 shares
    Change vs previous 13F -1,410 shares

    0.08% of the 13F portfolio, value $433,065.

    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 3,784 shares
    Change vs previous 13F -1,130 shares

    0.1% of the 13F portfolio, value $515,835.

    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 4,914 shares
    Change vs previous 13F -373 shares

    0.09% of the 13F portfolio, value $414,742.

    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 5,287 shares
    Change vs previous 13F -889 shares

    0.09% of the 13F portfolio, value $399,856.

    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 6,176 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $229,747.

    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).