SkyOak Wealth, LLC quarter change: Foreign Warrants, Sold out
In warrants (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, SkyOak Wealth, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1800379): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-30). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| VeraBank, N.A. | United States | $0.546B | 250 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | United States | $0.545B | 237 |
| AIRE ADVISORS, LLC | United States | $0.547B | 166 |
| Harvest Investment Services, LLC | United States | $0.547B | 346 |
| DELTEC ASSET MANAGEMENT LLC | United States | $0.545B | 235 |
| BRASADA CAPITAL MANAGEMENT, LP | United States | $0.545B | 145 |
| MITCHELL CAPITAL MANAGEMENT CO | United States | $0.545B | 113 |
| Marino Management, LLC | United States | $0.547B | 11 |
| Sompo Asset Management Co., Ltd. | Japan | $0.545B | 180 |
| Waterfront Wealth Inc. | United States | $0.545B | 283 |