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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

PFBC holding history

Preferred Bank 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.

PFBC overviewAll 13F holders of PFBCFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2024
Holdings of PFBC by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−3,249−100.0%Sold outHolders
Q4 20243,249$280.6K0.1%+3,249NewHolders