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SkyOak Wealth, LLC: SPYG position timeline

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

SkyOak Wealth, LLC held 33,488 SPYG 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 33,488 shares
    Change vs previous 13F +910 shares

    0.65% of the 13F portfolio, value $3,984,737.

    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 32,578 shares
    Change vs previous 13F +1,492 shares

    0.58% of the 13F portfolio, value $3,189,712.

    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 31,086 shares
    Change vs previous 13F +2,076 shares

    0.6% of the 13F portfolio, value $3,316,876.

    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 29,010 shares
    Change vs previous 13F -3,573 shares

    0.57% of the 13F portfolio, value $3,031,835.

    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 32,583 shares
    Change vs previous 13F +1,950 shares

    0.62% of the 13F portfolio, value $3,105,812.

    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 30,633 shares
    Change vs previous 13F -2,811 shares

    0.54% of the 13F portfolio, value $2,461,974.

    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 33,444 shares
    Change vs previous 13F -1,245 shares

    0.63% of the 13F portfolio, value $2,939,728.

    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 34,689 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,877,106.

    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).