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SkyOak Wealth, LLC: XLK position timeline

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

SkyOak Wealth, LLC held 69,234 XLK 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 69,234 shares
    Change vs previous 13F -164 shares

    2.15% of the 13F portfolio, value $13,190,461.

    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 69,398 shares
    Change vs previous 13F -2,507 shares

    1.69% of the 13F portfolio, value $9,223,060.

    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 71,905 shares
    Change vs previous 13F +35,581 shares

    1.86% of the 13F portfolio, value $10,352,235.

    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 36,324 shares
    Change vs previous 13F -1,838 shares

    1.93% of the 13F portfolio, value $10,238,423.

    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 38,162 shares
    Change vs previous 13F +2,339 shares

    1.94% of the 13F portfolio, value $9,663,889.

    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 35,823 shares
    Change vs previous 13F -602 shares

    1.62% of the 13F portfolio, value $7,396,836.

    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 36,425 shares
    Change vs previous 13F -603 shares

    1.81% of the 13F portfolio, value $8,469,657.

    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 37,028 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $8,359,554.

    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).