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Silver Oak Advisory Group, Inc.: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Silver Oak Advisory Group, Inc. on BSV, newest first. How the timeline and the estimate are built.

Silver Oak Advisory Group, Inc. held 228,325 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,325 shares
    Change vs previous 13F +4,655 shares

    7.01% of the 13F portfolio, value $17,788,000.

    13F-HR 0001906937-26-000003 filed by Silver Oak Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 223,670 shares
    Change vs previous 13F +13,520 shares

    7.56% of the 13F portfolio, value $17,537,000.

    13F-HR 0001906937-26-000002 filed by Silver Oak Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 210,150 shares
    Change vs previous 13F +1,205 shares

    7.49% of the 13F portfolio, value $16,561,000.

    13F-HR 0001906937-26-000001 filed by Silver Oak Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 208,945 shares
    Change vs previous 13F +10,670 shares

    7.46% of the 13F portfolio, value $16,487,000.

    13F-HR 0001906937-25-000002 filed by Silver Oak Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 198,275 shares
    Change vs previous 13F +6,404 shares

    7.56% of the 13F portfolio, value $15,604,000.

    13F-HR 0001908380-25-000004 filed by Silver Oak Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 191,871 shares
    Change vs previous 13F +997 shares

    7.98% of the 13F portfolio, value $15,019,000.

    13F-HR 0001842974-25-000017 filed by Silver Oak Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 190,874 shares
    Change vs previous 13F +2,461 shares

    7.8% of the 13F portfolio, value $14,748,000.

    13F-HR 0001800586-25-000003 filed by Silver Oak Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 188,413 shares
    Change vs previous 13F not available

    7.6% of the 13F portfolio, value $14,826,000.

    13F-HR 0001906937-24-000001 filed by Silver Oak Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).