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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

CVS holding history

CVS Health Corp 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.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of CVS by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−3,525−100.0%Sold outHolders
Q2 20243,525$208.2K<0.1%−167−4.5%ReducedHolders
Q1 20243,692$294.5K0.1%00.0%UnchangedHolders
Q4 20233,692$291.5K0.1%−33−0.9%ReducedHolders
Q3 20233,725$260.1K0.1%00.0%UnchangedHolders
Q2 20233,725$257.5K0.1%00.0%UnchangedHolders
Q1 20233,725$276.8K0.1%+167+4.7%AddedHolders
Q4 20223,558$331.6K0.1%00.0%UnchangedHolders
Q3 20223,558$339.0K0.1%00.0%UnchangedHolders
Q2 20223,558$330.0K0.1%00.0%UnchangedHolders
Q1 20223,558$360.0K0.1%00.0%UnchangedHolders
Q4 20213,558$367.0K0.1%00.0%UnchangedHolders
Q3 20213,558$302.0K0.1%00.0%UnchangedHolders
Q2 20213,558$297.0K0.1%00.0%UnchangedHolders
Q1 20213,558$268.0K0.1%––Holders

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