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SkyOak Wealth, LLC: UWMC position timeline

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

SkyOak Wealth, LLC held 30,348 UWMC 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 30,348 shares
    Change vs previous 13F +14,921 shares

    0.01% of the 13F portfolio, value $69,497.

    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 15,427 shares
    Change vs previous 13F +198 shares

    0.01% of the 13F portfolio, value $55,846.

    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 15,229 shares
    Change vs previous 13F +5,102 shares

    0.01% of the 13F portfolio, value $66,702.

    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 10,127 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $61,673.

    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).