Skip to content
Disclosery

SkyOak Wealth, LLC: SPDW position timeline

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

SkyOak Wealth, LLC held 76,708 SPDW 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 76,708 shares
    Change vs previous 13F +2,308 shares

    0.63% of the 13F portfolio, value $3,865,307.

    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 74,400 shares
    Change vs previous 13F +522 shares

    0.62% of the 13F portfolio, value $3,396,373.

    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 73,878 shares
    Change vs previous 13F +85 shares

    0.59% of the 13F portfolio, value $3,280,934.

    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 73,793 shares
    Change vs previous 13F -5,915 shares

    0.6% of the 13F portfolio, value $3,157,617.

    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 79,708 shares
    Change vs previous 13F -2,960 shares

    0.65% of the 13F portfolio, value $3,227,390.

    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 82,668 shares
    Change vs previous 13F -3,059 shares

    0.66% of the 13F portfolio, value $3,009,949.

    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 85,727 shares
    Change vs previous 13F +2,106 shares

    0.63% of the 13F portfolio, value $2,925,869.

    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 83,621 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,140,799.

    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).