SkyOak Wealth, LLC

SEC CIK: 0001800379
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

UL holding history

Unilever PLC 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.

UL overview All 13F holders of UL Full Q2 2026 holdings

Shares (Q2 2026): 33,380
Value: $2.01M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of UL by SkyOak Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,380	$2.01M	0.3%	−1,642−4.7%	Reduced	Holders
Q1 2026	35,022	$2.00M	0.4%	−801−2.2%	Reduced	Holders
Q4 2025	35,823	$2.34M	0.4%	−4,940−12.1%	Reduced	Holders
Q3 2025	40,763	$2.42M	0.5%	−325−0.8%	Reduced	Holders
Q2 2025	41,088	$2.51M	0.5%	−26−0.1%	Reduced	Holders
Q1 2025	41,114	$2.45M	0.5%	−527−1.3%	Reduced	Holders
Q4 2024	41,641	$2.36M	0.5%	+2,279+5.8%	Added	Holders
Q3 2024	39,362	$2.56M	0.6%	−20−0.1%	Reduced	Holders
Q2 2024	39,382	$2.17M	0.5%	−1,425−3.5%	Reduced	Holders
Q1 2024	40,807	$2.05M	0.5%	−156−0.4%	Reduced	Holders
Q4 2023	40,963	$1.99M	0.5%	−887−2.1%	Reduced	Holders
Q3 2023	41,850	$2.07M	0.6%	−567−1.3%	Reduced	Holders
Q2 2023	42,417	$2.21M	0.6%	−472−1.1%	Reduced	Holders
Q1 2023	42,889	$2.23M	0.7%	−186−0.4%	Reduced	Holders
Q4 2022	43,075	$2.17M	0.7%	−504−1.2%	Reduced	Holders
Q3 2022	43,579	$1.91M	0.7%	−1,197−2.7%	Reduced	Holders
Q2 2022	44,776	$2.05M	0.7%	−308−0.7%	Reduced	Holders
Q1 2022	45,084	$2.05M	0.6%	+1,044+2.4%	Added	Holders
Q4 2021	44,040	$2.37M	0.6%	−294−0.7%	Reduced	Holders
Q3 2021	44,334	$2.40M	0.6%	+668+1.5%	Added	Holders
Q2 2021	43,666	$2.55M	0.7%	+453+1.0%	Added	Holders
Q1 2021	43,213	$2.45M	0.7%	–	–	Holders

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