SkyOak Wealth, LLC
- SEC CIK
- 0001800379
- Latest filing
- Jul 30, 2026
AX holding history
Axos Financial, Inc. 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.
AX overviewAll 13F holders of AXFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −3,433−100.0% | Sold out | Holders |
| Q3 2025 | 3,433 | $290.6K | 0.1% | −645−15.8% | Reduced | Holders |
| Q2 2025 | 4,078 | $310.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 4,078 | $263.1K | 0.1% | −616−13.1% | Reduced | Holders |
| Q4 2024 | 4,694 | $327.9K | 0.1% | +4,694 | New | Holders |