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SkyOak Wealth, LLC: STWD position timeline

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

SkyOak Wealth, LLC held 344,871 STWD 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 344,871 shares
    Change vs previous 13F -1,927 shares

    0.92% of the 13F portfolio, value $5,648,987.

    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 346,798 shares
    Change vs previous 13F +33,655 shares

    1.09% of the 13F portfolio, value $5,971,862.

    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 313,143 shares
    Change vs previous 13F +31,415 shares

    1.01% of the 13F portfolio, value $5,639,705.

    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 281,728 shares
    Change vs previous 13F +74,573 shares

    1.03% of the 13F portfolio, value $5,457,071.

    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 207,155 shares
    Change vs previous 13F +4,983 shares

    0.84% of the 13F portfolio, value $4,157,601.

    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 202,172 shares
    Change vs previous 13F +19,619 shares

    0.88% of the 13F portfolio, value $3,996,940.

    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 182,553 shares
    Change vs previous 13F +23,723 shares

    0.74% of the 13F portfolio, value $3,459,379.

    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 158,830 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,236,955.

    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).