SkyOak Wealth, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Southfield, MI
CIK
0001800379
Alternate names
SkyOak Wealt, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 237 342,124 13F-HR 10/24/2023 000180037923000004 SkyOak Wealth, LLC
Q2 2023 244 353,917 13F-HR 7/20/2023 000180037923000003 SkyOak Wealth, LLC
Q1 2023 255 327,794 13F-HR 5/2/2023 000180037923000002 SkyOak Wealth, LLC
Q4 2022 230 297,486 13F-HR 1/26/2023 000180037923000001 SkyOak Wealth, LLC
Q3 2022 220 279,035 13F-HR 10/25/2022 000180037922000004 SkyOak Wealth, LLC
Q2 2022 223 292,862 13F-HR 7/26/2022 000180037922000003 SkyOak Wealth, LLC
Q1 2022 239 359,924 13F-HR 4/18/2022 000180037922000002 SkyOak Wealth, LLC
Q4 2021 245 393,376 13F-HR 1/24/2022 000180037922000001 SkyOak Wealth, LLC
Q3 2021 232 371,162 13F-HR 10/21/2021 000180037921000005 SkyOak Wealth, LLC
Q2 2021 236 373,751 13F-HR 7/19/2021 000180037921000004 SkyOak Wealth, LLC
Q1 2021 235 359,424 13F-HR 4/29/2021 000180037921000003 SkyOak Wealth, LLC
Q4 2020 216 321,544 13F-HR 2/2/2021 000180037921000001 SkyOak Wealth, LLC
Q3 2020 204 278,135 13F-HR 11/3/2020 000180037920000005 SkyOak Wealth, LLC
Q2 2020 240 270,881 13F-HR 8/10/2020 000180037920000004 SkyOak Wealth, LLC
Q1 2020 212 195,641 13F-HR 5/4/2020 000180037920000003 SkyOak Wealth, LLC
Q4 2019 310 322,727 13F-HR 2/4/2020 000180037920000001 SkyOak Wealt, LLC