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SkyOak Wealth, LLC: VBK position timeline

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

SkyOak Wealth, LLC held 21,886 VBK 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 21,886 shares
    Change vs previous 13F -797 shares

    1.31% of the 13F portfolio, value $8,003,588.

    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 22,683 shares
    Change vs previous 13F -9 shares

    1.26% of the 13F portfolio, value $6,855,836.

    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 22,692 shares
    Change vs previous 13F -8 shares

    1.23% of the 13F portfolio, value $6,855,380.

    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 22,700 shares
    Change vs previous 13F -637 shares

    1.28% of the 13F portfolio, value $6,755,875.

    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 23,337 shares
    Change vs previous 13F 0 shares

    1.3% of the 13F portfolio, value $6,462,857.

    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 23,337 shares
    Change vs previous 13F +371 shares

    1.29% of the 13F portfolio, value $5,875,473.

    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 22,966 shares
    Change vs previous 13F -66 shares

    1.38% of the 13F portfolio, value $6,431,765.

    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 23,032 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $6,157,977.

    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).