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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

CMA holding history

Comerica 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.

CMA overviewAll 13F holders of CMAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of CMA by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−43,982−100.0%Sold outHolders
Q4 202543,982$3.82M0.7%+30,638+229.6%AddedHolders
Q3 202513,344$914.3K0.2%+110+0.8%AddedHolders
Q2 202513,234$789.4K0.2%+2,088+18.7%AddedHolders
Q1 202511,146$658.3K0.1%+81+0.7%AddedHolders
Q4 202411,065$684.4K0.1%−902−7.5%ReducedHolders
Q3 202411,967$717.0K0.2%−4,702−28.2%ReducedHolders
Q2 202416,669$850.8K0.2%+1,140+7.3%AddedHolders
Q1 202415,529$854.0K0.2%+2,122+15.8%AddedHolders
Q4 202313,407$748.3K0.2%+166+1.3%AddedHolders
Q3 202313,241$550.2K0.2%−1,000−7.0%ReducedHolders
Q2 202314,241$603.2K0.2%+4,873+52.0%AddedHolders
Q1 20239,368$406.8K0.1%+3,997+74.4%AddedHolders
Q4 20225,371$359.0K0.1%−260−4.6%ReducedHolders
Q3 20225,631$400.0K0.1%−81−1.4%ReducedHolders
Q2 20225,712$419.0K0.1%+31+0.5%AddedHolders
Q1 20225,681$514.0K0.1%−1,953−25.6%ReducedHolders
Q4 20217,634$664.0K0.2%+51+0.7%AddedHolders
Q3 20217,583$610.0K0.2%+48+0.6%AddedHolders
Q2 20217,535$538.0K0.1%+500+7.1%AddedHolders
Q1 20217,035$516.0K0.1%––Holders

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