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Livermore
Livermore
ZHEN

SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

SUI holding history

Sun Communities 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.

SUI overviewAll 13F holders of SUIFull Q2 2026 holdings

Shares (Q2 2026)
4,589
Value
$550.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SUI by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,589$550.3K0.1%00.0%UnchangedHolders
Q1 20264,589$578.0K0.1%00.0%UnchangedHolders
Q4 20254,589$568.6K0.1%00.0%UnchangedHolders
Q3 20254,589$592.0K0.1%00.0%UnchangedHolders
Q2 20254,589$580.5K0.1%00.0%UnchangedHolders
Q1 20254,589$590.3K0.1%−357−7.2%ReducedHolders
Q4 20244,946$608.2K0.1%00.0%UnchangedHolders
Q3 20244,946$668.5K0.1%−704−12.5%ReducedHolders
Q2 20245,650$679.9K0.2%00.0%UnchangedHolders
Q1 20245,650$726.5K0.2%00.0%UnchangedHolders
Q4 20235,650$755.1K0.2%00.0%UnchangedHolders
Q3 20235,650$668.6K0.2%−1,024−15.3%ReducedHolders
Q2 20236,674$870.7K0.2%00.0%UnchangedHolders
Q1 20236,674$940.2K0.3%−1,026−13.3%ReducedHolders
Q4 20227,700$1.10M0.4%00.0%UnchangedHolders
Q3 20227,700$1.04M0.4%00.0%UnchangedHolders
Q2 20227,700$1.23M0.4%00.0%UnchangedHolders
Q1 20227,700$1.35M0.4%00.0%UnchangedHolders
Q4 20217,700$1.62M0.4%−2,499−24.5%ReducedHolders
Q3 202110,199$1.89M0.5%00.0%UnchangedHolders
Q2 202110,199$1.75M0.5%−1,000−8.9%ReducedHolders
Q1 202111,199$1.83M0.5%––Holders

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