SkyOak Wealth, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, SkyOak Wealth, LLC opened 0 positions, added to 7, reduced 5 and sold out of 0.
- Q2 2026: Stock PGX; Country of operation —; Class PFD ETF; Shares before 34,778.
- Q4 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 12,850.
- Q3 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 13,060.
- Q2 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 14,960.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1800379), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
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