Position in FIX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$239,815
-$144,700 QoQ
Shares Held
121
-70.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,110
of 1,343 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026SkyOak Wealth, LLC holds $239,815 across 1 Engineering & Construction name. FIX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
121 | $239,815 |
All Filings in FIX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,815 | 121 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $384,515 | 412 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $418,366 | 507 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $461,676 | 861 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $277,526 | 861 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $500,390 | 1,180 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $498,476 | 1,277 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $442,190 | 1,454 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $526,445 | 1,657 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $363,830 | 1,769 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $307,760 | 1,806 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $324,130 | 1,974 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $271,923 | 1,863 | Shares | Sole | 2023-05-02 | |
| 2021-12-31 | $263,774 | 2,666 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||