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SkyOak Wealth, LLC: VWO position timeline

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

SkyOak Wealth, LLC held 147,895 VWO 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 147,895 shares
    Change vs previous 13F +30,908 shares

    1.44% of the 13F portfolio, value $8,827,833.

    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 116,987 shares
    Change vs previous 13F +4,617 shares

    1.16% of the 13F portfolio, value $6,323,129.

    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 112,370 shares
    Change vs previous 13F +489 shares

    1.09% of the 13F portfolio, value $6,040,993.

    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 111,881 shares
    Change vs previous 13F -3,526 shares

    1.14% of the 13F portfolio, value $6,061,694.

    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 115,407 shares
    Change vs previous 13F +3,544 shares

    1.15% of the 13F portfolio, value $5,708,014.

    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 111,863 shares
    Change vs previous 13F +9,051 shares

    1.11% of the 13F portfolio, value $5,062,904.

    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 102,812 shares
    Change vs previous 13F +8,275 shares

    0.97% of the 13F portfolio, value $4,527,826.

    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 94,537 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,523,579.

    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).