Position in AVAV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$495,210
-$53,940 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#323
of 611 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVAV 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. AVAV ranks #5 (11.0% 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
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|
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 AVAV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,210 | 3,000 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $549,150 | 3,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $387,024 | 1,600 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $712,375 | 2,500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $297,975 | 2,500 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $277,002 | 1,800 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||