Position in ACHR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$118,250
-$11,000 QoQ
Shares Held
25,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#249
of 523 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACHR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SkyOak Wealth, LLC holds $4,491,208 across 9 Aerospace & Defense names. ACHR ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,867 | $951,161 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
1,615 | $822,535 | |
| 3 | RTX |
RTX Corp
|
4,265 | $809,198 | |
| 4 | ESLT |
Elbit Systems Ltd
|
700 | $531,104 | |
| 5 | AVAV |
AeroVironment Inc
|
3,000 | $495,210 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
1,774 | $303,105 | |
| 7 | BA |
Boeing Co
|
1,162 | $251,538 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
373 | $209,107 |
All Filings in ACHR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,250 | 25,000 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $129,250 | 25,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $188,000 | 25,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $196,390 | 20,500 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $141,050 | 13,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $113,760 | 16,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $97,500 | 10,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $72,720 | 24,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $77,440 | 22,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $92,400 | 20,000 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $122,800 | 20,000 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $101,200 | 20,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $98,880 | 24,000 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $48,620 | 17,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $31,790 | 17,000 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $31,320 | 12,000 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||