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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

PCTY holding history

Paylocity Holding 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.

PCTY overviewAll 13F holders of PCTYFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q3 2023
Holdings of PCTY by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,480−100.0%Sold outHolders
Q4 20251,480$225.7K<0.1%−67−4.3%ReducedHolders
Q3 20251,547$246.4K<0.1%+256+19.8%AddedHolders
Q2 20251,291$233.9K<0.1%+29+2.3%AddedHolders
Q1 20251,262$236.4K0.1%−452−26.4%ReducedHolders
Q4 20241,714$341.9K0.1%−54−3.1%ReducedHolders
Q3 20241,768$291.7K0.1%−69−3.8%ReducedHolders
Q2 20241,837$242.2K0.1%+122+7.1%AddedHolders
Q1 20241,715$294.7K0.1%+236+16.0%AddedHolders
Q4 20231,479$243.8K0.1%+32+2.2%AddedHolders
Q3 20231,447$262.9K0.1%+1,447NewHolders