Skip to main content

SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

AGD holding history

abrdn Global Dynamic Dividend Fund in every 13F filed by SkyOak Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AGD overviewAll 13F holders of AGDFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of AGD by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−10,000−100.0%Sold outHolders
Q1 202510,000$99.6K<0.1%00.0%UnchangedHolders
Q4 202410,000$98.0K<0.1%00.0%UnchangedHolders
Q3 202410,000$106.2K<0.1%00.0%UnchangedHolders
Q2 202410,000$97.6K<0.1%00.0%UnchangedHolders
Q1 202410,000$97.1K<0.1%00.0%UnchangedHolders
Q4 202310,000$93.4K<0.1%00.0%UnchangedHolders
Q3 202310,000$86.6K<0.1%00.0%UnchangedHolders
Q2 202310,000$95.4K<0.1%00.0%UnchangedHolders
Q1 202310,000$93.3K<0.1%00.0%UnchangedHolders
Q4 202210,000$94.6K<0.1%00.0%UnchangedHolders
Q3 202210,000$85.0K<0.1%00.0%UnchangedHolders
Q2 202210,000$94.0K<0.1%00.0%UnchangedHolders
Q1 202210,000$112.0K<0.1%00.0%UnchangedHolders
Q4 202110,000$121.0K<0.1%00.0%UnchangedHolders
Q3 202110,000$116.0K<0.1%00.0%UnchangedHolders
Q2 202110,000$120.0K<0.1%00.0%UnchangedHolders
Q1 202110,000$116.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.