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SkyOak Wealth, LLC: TSLA position timeline

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

SkyOak Wealth, LLC held 7,232 TSLA 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 7,232 shares
    Change vs previous 13F -104 shares

    0.5% of the 13F portfolio, value $3,041,779.

    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 7,336 shares
    Change vs previous 13F +133 shares

    0.5% of the 13F portfolio, value $2,727,158.

    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 7,203 shares
    Change vs previous 13F -26 shares

    0.58% of the 13F portfolio, value $3,239,333.

    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 7,229 shares
    Change vs previous 13F -44 shares

    0.61% of the 13F portfolio, value $3,214,881.

    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 7,273 shares
    Change vs previous 13F -42 shares

    0.46% of the 13F portfolio, value $2,310,341.

    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 7,315 shares
    Change vs previous 13F +718 shares

    0.42% of the 13F portfolio, value $1,895,755.

    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 6,597 shares
    Change vs previous 13F -3,515 shares

    0.57% of the 13F portfolio, value $2,664,132.

    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 10,112 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,645,603.

    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).