Skip to main content

SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

PRU holding history

Prudential Financial 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.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
6,658
Value
$718.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PRU by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,658$718.6K0.1%−373−5.3%ReducedHolders
Q1 20267,031$686.8K0.1%−16−0.2%ReducedHolders
Q4 20257,047$795.4K0.1%−80−1.1%ReducedHolders
Q3 20257,127$739.3K0.1%−616−8.0%ReducedHolders
Q2 20257,743$831.9K0.2%−1,003−11.5%ReducedHolders
Q1 20258,746$976.7K0.2%−769−8.1%ReducedHolders
Q4 20249,515$1.13M0.2%−415−4.2%ReducedHolders
Q3 20249,930$1.20M0.3%−415−4.0%ReducedHolders
Q2 202410,345$1.21M0.3%−456−4.2%ReducedHolders
Q1 202410,801$1.27M0.3%−163−1.5%ReducedHolders
Q4 202310,964$1.14M0.3%−607−5.2%ReducedHolders
Q3 202311,571$1.10M0.3%−156−1.3%ReducedHolders
Q2 202311,727$1.03M0.3%−1,986−14.5%ReducedHolders
Q1 202313,713$1.13M0.3%−65−0.5%ReducedHolders
Q4 202213,778$1.37M0.5%−20−0.1%ReducedHolders
Q3 202213,798$1.18M0.4%−399−2.8%ReducedHolders
Q2 202214,197$1.36M0.5%−139−1.0%ReducedHolders
Q1 202214,336$1.69M0.5%−163−1.1%ReducedHolders
Q4 202114,499$1.57M0.4%+81+0.6%AddedHolders
Q3 202114,418$1.52M0.4%+121+0.8%AddedHolders
Q2 202114,297$1.47M0.4%−43−0.3%ReducedHolders
Q1 202114,340$1.43M0.4%––Holders

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