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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

PM holding history

Philip Morris International 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.

PM overviewAll 13F holders of PMFull 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 PM by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−30,342−100.0%Sold outHolders
Q2 202430,342$3.07M0.7%−140−0.5%ReducedHolders
Q1 202430,482$2.79M0.7%−70−0.2%ReducedHolders
Q4 202330,552$2.87M0.7%+62+0.2%AddedHolders
Q3 202330,490$2.82M0.8%00.0%UnchangedHolders
Q2 202330,490$2.98M0.8%−33−0.1%ReducedHolders
Q1 202330,523$2.97M0.9%00.0%UnchangedHolders
Q4 202230,523$3.09M1.0%00.0%UnchangedHolders
Q3 202230,523$2.53M0.9%+10,000+48.7%AddedHolders
Q2 202220,523$2.03M0.7%+57+0.3%AddedHolders
Q1 202220,466$1.92M0.5%+60+0.3%AddedHolders
Q4 202120,406$1.94M0.5%00.0%UnchangedHolders
Q3 202120,406$1.93M0.5%00.0%UnchangedHolders
Q2 202120,406$2.02M0.5%00.0%UnchangedHolders
Q1 202120,406$1.92M0.5%––Holders

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