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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
11,721
Value
$6.60M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of META by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,721$6.60M1.1%−127−1.1%ReducedHolders
Q1 202611,848$6.78M1.2%−223−1.8%ReducedHolders
Q4 202512,071$7.97M1.4%+47+0.4%AddedHolders
Q3 202512,024$8.83M1.7%−800−6.2%ReducedHolders
Q2 202512,824$9.47M1.9%−413−3.1%ReducedHolders
Q1 202513,237$7.63M1.7%−1,243−8.6%ReducedHolders
Q4 202414,480$8.48M1.8%−385−2.6%ReducedHolders
Q3 202414,865$8.51M1.9%−1,232−7.7%ReducedHolders
Q2 202416,097$8.12M1.9%−491−3.0%ReducedHolders
Q1 202416,588$8.05M1.9%−528−3.1%ReducedHolders
Q4 202317,116$6.06M1.6%−733−4.1%ReducedHolders
Q3 202317,849$5.36M1.6%−786−4.2%ReducedHolders
Q2 202318,635$5.35M1.5%+152+0.8%AddedHolders
Q1 202318,483$3.92M1.2%−100−0.5%ReducedHolders
Q4 202218,583$2.24M0.8%−1,566−7.8%ReducedHolders
Q3 202220,149$2.73M1.0%+931+4.8%AddedHolders
Q2 202219,218$3.10M1.1%+797+4.3%AddedHolders
Q1 202218,421$4.10M1.1%+162+0.9%AddedHolders
Q4 202118,259$6.14M1.6%−21−0.1%ReducedHolders
Q3 202118,280$6.20M1.7%−281−1.5%ReducedHolders
Q2 202118,561$6.45M1.7%−128−0.7%ReducedHolders
Q1 202118,689$5.74M1.6%––Holders

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