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SkyOak Wealth, LLC: SPYV position timeline

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

SkyOak Wealth, LLC held 487,942 SPYV 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 487,942 shares
    Change vs previous 13F -31,119 shares

    4.85% of the 13F portfolio, value $29,661,983.

    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 519,061 shares
    Change vs previous 13F +22,074 shares

    5.38% of the 13F portfolio, value $29,368,457.

    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 496,987 shares
    Change vs previous 13F +43,394 shares

    5.08% of the 13F portfolio, value $28,233,813.

    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 453,593 shares
    Change vs previous 13F +5,521 shares

    4.74% of the 13F portfolio, value $25,097,277.

    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 448,072 shares
    Change vs previous 13F +27,281 shares

    4.71% of the 13F portfolio, value $23,452,114.

    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 420,791 shares
    Change vs previous 13F +19,217 shares

    4.71% of the 13F portfolio, value $21,489,817.

    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 401,574 shares
    Change vs previous 13F +9,928 shares

    4.39% of the 13F portfolio, value $20,536,511.

    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 391,646 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $20,702,425.

    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).