SkyOak Wealth, LLC

Business address
28411 Northwestern Highway, Suite 760, Southfield, MI, 48034
Top securities (13F)
JPST, SPYV, SCHG, AAPL, IUSV, IEFA, SPLG, LLY, IEF, JSCP, XLK, DYNF, META, JPM, ARKK, NVDA, IJR, AMZN, JPIE, and VIG
State of incorporation
NV
Fiscal year end
31 December
Former names
SkyOak Wealt, LLC (to 04 Feb 2020)
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SkyOak Wealth, LLC has filed 26 SEC EDGAR filings since 04 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-19736
N-PX Open Document Open Filing 30 Jul 2025 30 Jun 2025 028-19736
13F-HR Open Document Open Filing 30 Jul 2025 30 Jun 2025 028-19736
13F-HR Open Document Open Filing 01 May 2025 31 Mar 2025 028-19736
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-19736
13F-HR Open Document Open Filing 04 Nov 2024 30 Sep 2024 028-19736
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-19736
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-19736
13F-HR Open Document Open Filing 29 Apr 2024 31 Mar 2024 028-19736
13F-HR Open Document Open Filing 12 Jan 2024 31 Dec 2023 028-19736
13F-HR Open Document Open Filing 24 Oct 2023 30 Sep 2023 028-19736
13F-HR Open Document Open Filing 20 Jul 2023 30 Jun 2023 028-19736
13F-HR Open Document Open Filing 02 May 2023 31 Mar 2023 028-19736
13F-HR Open Document Open Filing 26 Jan 2023 31 Dec 2022 028-19736
13F-HR Open Document Open Filing 25 Oct 2022 30 Sep 2022 028-19736
13F-HR Open Document Open Filing 26 Jul 2022 30 Jun 2022 028-19736
13F-HR Open Document Open Filing 18 Apr 2022 31 Mar 2022 028-19736
13F-HR Open Document Open Filing 24 Jan 2022 31 Dec 2021 028-19736
13F-HR Open Document Open Filing 21 Oct 2021 30 Sep 2021 028-19736
13F-HR Open Document Open Filing 19 Jul 2021 30 Jun 2021 028-19736
13F-HR Open Document Open Filing 29 Apr 2021 31 Mar 2021 028-19736
13F-HR Open Document Open Filing 02 Feb 2021 31 Dec 2020 028-19736
13F-HR Open Document Open Filing 03 Nov 2020 30 Sep 2020 028-19736
13F-HR Open Document Open Filing 10 Aug 2020 30 Jun 2020 028-19736
13F-HR Open Document Open Filing 04 May 2020 31 Mar 2020 028-19736
13F-HR Open Document Open Filing 04 Feb 2020 31 Dec 2019 028-19736