Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise
beta
Latest Financials
Filings:
By Category
By Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
Company Exhibits:
Indentures
Material Contracts & Credit Agreements
Plans of Reorganization
Articles and Bylaws
Underwriting Agreements
SEC Edgar
SkyOak Wealth, LLC
Notes
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
SkyOak Wealth, LLC
Notes
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
SkyOak Wealth, LLC
Notes
Support
about
terms
SkyOak Wealth, LLC
CIK:
0001800379
|
SEC Filings
PROXIES
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2026-08-25
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2025-07-30
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2024-08-30
OWNERSHIP
13F-HR
none
2026-07-30
13F-HR
none
2026-04-30
13F-HR
none
2026-02-05
13F-HR
none
2025-10-23
13F-HR
none
2025-07-30
13F-HR
none
2025-05-01
13F-HR
none
2025-01-24
13F-HR
none
2024-11-04
13F-HR
none
2024-08-12
13F-HR
none
2024-04-29
13F-HR
none
2024-01-12
13F-HR
none
2023-10-24
13F-HR
none
2023-07-20
13F-HR
none
2023-05-02
13F-HR
none
2023-01-26
13F-HR
none
2022-10-25
13F-HR
none
2022-07-26
13F-HR
none
2022-04-18
13F-HR
none
2022-01-24
13F-HR
none
2021-10-21