Skip to content
Disclosery

SkyOak Wealth, LLC: VZ position timeline

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

SkyOak Wealth, LLC held 40,500 VZ 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 40,500 shares
    Change vs previous 13F -692 shares

    0.28% of the 13F portfolio, value $1,714,768.

    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 41,192 shares
    Change vs previous 13F -138 shares

    0.38% of the 13F portfolio, value $2,067,861.

    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 41,330 shares
    Change vs previous 13F -1,651 shares

    0.3% of the 13F portfolio, value $1,683,386.

    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 42,981 shares
    Change vs previous 13F -495 shares

    0.36% of the 13F portfolio, value $1,889,032.

    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 43,476 shares
    Change vs previous 13F -631 shares

    0.38% of the 13F portfolio, value $1,881,223.

    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 44,107 shares
    Change vs previous 13F -16,130 shares

    0.44% of the 13F portfolio, value $2,000,711.

    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 60,237 shares
    Change vs previous 13F -14,083 shares

    0.52% of the 13F portfolio, value $2,408,893.

    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 74,320 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,337,709.

    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).