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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

CALX holding history

Calix, 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.

CALX overviewAll 13F holders of CALXFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of CALX by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−3,750−100.0%Sold outHolders
Q1 20233,750$201.0K0.1%00.0%UnchangedHolders
Q4 20223,750$256.6K0.1%−2,500−40.0%ReducedHolders
Q3 20226,250$382.0K0.1%00.0%UnchangedHolders
Q2 20226,250$213.0K0.1%00.0%UnchangedHolders
Q1 20226,250$268.0K0.1%−3,750−37.5%ReducedHolders
Q4 202110,000$800.0K0.2%00.0%UnchangedHolders
Q3 202110,000$494.0K0.1%00.0%UnchangedHolders
Q2 202110,000$475.0K0.1%00.0%UnchangedHolders
Q1 202110,000$429.0K0.1%––Holders

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