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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

DFIN holding history

Donnelley Financial Solutions, 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.

DFIN overviewAll 13F holders of DFINFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2024
Holdings of DFIN by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−4,115−100.0%Sold outHolders
Q3 20244,115$270.9K0.1%−925−18.4%ReducedHolders
Q2 20245,040$300.5K0.1%+5,040NewHolders