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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

SSD holding history

Simpson Manufacturing Co., 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.

SSD overviewAll 13F holders of SSDFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2023
Holdings of SSD by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,607−100.0%Sold outHolders
Q2 20241,607$270.8K0.1%−416−20.6%ReducedHolders
Q1 20242,023$415.1K0.1%−150−6.9%ReducedHolders
Q4 20232,173$430.2K0.1%−46−2.1%ReducedHolders
Q3 20232,219$332.4K0.1%−299−11.9%ReducedHolders
Q2 20232,518$348.7K0.1%+114+4.7%AddedHolders
Q1 20232,404$263.6K0.1%+2,404NewHolders