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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

SPG holding history

Simon Property Group 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2023
Holdings of SPG by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,784−100.0%Sold outHolders
Q2 20241,784$270.8K0.1%00.0%UnchangedHolders
Q1 20241,784$279.2K0.1%00.0%UnchangedHolders
Q4 20231,784$254.5K0.1%+1,784NewHolders