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SkyOak Wealth, LLC: T position timeline

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

SkyOak Wealth, LLC held 33,541 T 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 33,541 shares
    Change vs previous 13F -9,945 shares

    0.11% of the 13F portfolio, value $694,299.

    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 43,486 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,260,659.

    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 43,486 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,080,192.

    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 43,486 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,228,045.

    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 43,486 shares
    Change vs previous 13F +883 shares

    0.25% of the 13F portfolio, value $1,258,485.

    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 42,603 shares
    Change vs previous 13F +1,515 shares

    0.26% of the 13F portfolio, value $1,204,813.

    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 41,088 shares
    Change vs previous 13F +10,407 shares

    0.2% of the 13F portfolio, value $935,574.

    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 30,681 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $674,982.

    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).