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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

XPO holding history

XPO, 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.

XPO overviewAll 13F holders of XPOFull Q2 2026 holdings

Shares (Q2 2026)
1,625
Value
$333.6K
% of portfolio
0.1%
Quarters held
8
Since Q1 2021
Holdings of XPO by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,625$333.6K0.1%00.0%UnchangedHolders
Q1 20261,625$316.1K0.1%00.0%UnchangedHolders
Q4 20251,625$220.9K<0.1%00.0%UnchangedHolders
Q3 20251,625$210.1K<0.1%00.0%UnchangedHolders
Q2 20251,625$205.2K<0.1%+1,625NewHolders
Q1 20250$00.0%−1,625−100.0%Sold outHolders
Q4 20241,625$213.1K<0.1%+1,625NewHolders
Q3 20210$00.0%−2,595−100.0%Sold outHolders
Q2 20212,595$363.0K0.1%+770+42.2%AddedHolders
Q1 20211,825$249.0K0.1%––Holders

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