SkyOak Wealth, LLC NSSC — NAPCO SEC TECHNOLOGIES INC

Ownership history in SkyOak Wealth, LLC  ·  6 quarters on record

AI Ownership Summary

SkyOak Wealth, LLC reported NAPCO SEC TECHNOLOGIES INC (NSSC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows NSSC at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NSSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SkyOak Wealth, LLC's position in NAPCO SEC TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NSSC was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NSSC stock page SkyOak Wealth, LLC fund profile SkyOak Wealth, LLC full holdings
How SkyOak Wealth, LLC held NSSC — position size vs. price
% of Fund (quarterly)    NSSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 7,036 +874 +14.2% 0.04% $267K 2026-07-30 $36.37
2026 Q1 REDUCED 31.2% -5.0% ✅ 6,162 -2,800 -31.2% 0.04% $243K 2026-04-30 $46.56
2025 Q4 REDUCED — — — 8,962 -425 -4.5% 0.07% $374K 2026-02-05 $43.14
2025 Q3 ADDED — — — 9,387 +1,700 +22.1% 0.08% $403K 2025-10-23 $43.45
2024 Q4 REDUCED 14.6% -35.0% ✅ 7,687 -1,310 -14.6% 0.06% $273K 2025-01-24 $35.67
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NSSC

As of 2026 Q2 — sorted by position size

ISTHMUS PARTNERS, LLC 3Y 7Y 0.43% ALTA CAPITAL MANAGEMENT LLC/ 3Y 7Y 0.31% Linden Thomas Advisory Services, LLC 3Y 0.25% Yorktown Management & Research Co Inc 3Y 7Y 0.23% First National Advisers, LLC 3Y 0.21% Harbour Capital Advisors, LLC 3Y 7Y 0.17% KORNITZER CAPITAL MANAGEMENT INC /KS 3Y 7Y 0.13% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.07% WASATCH ADVISORS LP 3Y 7Y 0.06% BARRETT & COMPANY, INC. 3Y 0.06%

FAQ About SkyOak Wealth, LLC and NSSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has SkyOak Wealth, LLC reported owning NSSC?

SkyOak Wealth, LLC reported NSSC across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported NSSC position in SkyOak Wealth, LLC's portfolio?

The largest reported portfolio weight for NSSC was 0.08% in 2025 Q3.

What is the latest reported NSSC position on this page?

The most recent filing on this page is 2026 Q2, when SkyOak Wealth, LLC reported 7,036 shares, equal to 0.04% of portfolio, with an estimated market value of $267K.

What does the chart on this NSSC ownership page compare?

The chart compares SkyOak Wealth, LLC's quarterly NSSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SkyOak Wealth, LLC time their NSSC position?

Based on 13F filing dates vs. subsequent NSSC price moves, SkyOak Wealth, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on NSSC relative to SPY over the holding period was -31.1%.

← Back to SkyOak Wealth, LLC Holdings