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SkyOak Wealth, LLC: SSUS position timeline

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

SkyOak Wealth, LLC held 144,880 SSUS 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 144,880 shares
    Change vs previous 13F -2,692 shares

    1.31% of the 13F portfolio, value $8,013,313.

    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 147,572 shares
    Change vs previous 13F +512 shares

    1.26% of the 13F portfolio, value $6,889,473.

    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 147,060 shares
    Change vs previous 13F -1,718 shares

    1.29% of the 13F portfolio, value $7,169,175.

    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 148,778 shares
    Change vs previous 13F -11,223 shares

    1.36% of the 13F portfolio, value $7,187,019.

    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 160,001 shares
    Change vs previous 13F -72 shares

    1.45% of the 13F portfolio, value $7,195,245.

    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 160,073 shares
    Change vs previous 13F -4,398 shares

    1.43% of the 13F portfolio, value $6,516,572.

    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 164,471 shares
    Change vs previous 13F -4,593 shares

    1.48% of the 13F portfolio, value $6,919,295.

    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 169,064 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $7,031,372.

    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).