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Disclosery

SkyOak Wealth, LLC: UPS position timeline

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

SkyOak Wealth, LLC held 3,974 UPS 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 3,974 shares
    Change vs previous 13F -562 shares

    0.07% of the 13F portfolio, value $427,227.

    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 4,536 shares
    Change vs previous 13F +33 shares

    0.08% of the 13F portfolio, value $446,268.

    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 4,503 shares
    Change vs previous 13F +257 shares

    0.08% of the 13F portfolio, value $446,666.

    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 4,246 shares
    Change vs previous 13F -19,155 shares

    0.07% of the 13F portfolio, value $354,677.

    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 23,401 shares
    Change vs previous 13F +3,417 shares

    0.47% of the 13F portfolio, value $2,362,103.

    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 19,984 shares
    Change vs previous 13F +895 shares

    0.48% of the 13F portfolio, value $2,198,043.

    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 19,089 shares
    Change vs previous 13F +1,990 shares

    0.51% of the 13F portfolio, value $2,407,123.

    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 17,099 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,331,278.

    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).