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SkyOak Wealth, LLC: TOPT position timeline

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

SkyOak Wealth, LLC held 9,560 TOPT 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 9,560 shares
    Change vs previous 13F +125 shares

    0.05% of the 13F portfolio, value $314,715.

    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 9,435 shares
    Change vs previous 13F +600 shares

    0.05% of the 13F portfolio, value $270,030.

    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 8,835 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $275,917.

    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 8,835 shares
    Change vs previous 13F +225 shares

    0.05% of the 13F portfolio, value $269,114.

    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 8,610 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $234,967.

    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 8,610 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $205,090.

    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).