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Disclosery

Silver Oak Advisory Group, Inc.: DFAT position timeline

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

Silver Oak Advisory Group, Inc. held 20,257 DFAT 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 20,257 shares
    Change vs previous 13F +85 shares

    0.56% of the 13F portfolio, value $1,415,000.

    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 20,172 shares
    Change vs previous 13F -51 shares

    0.54% of the 13F portfolio, value $1,259,000.

    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 20,223 shares
    Change vs previous 13F +3,748 shares

    0.54% of the 13F portfolio, value $1,204,000.

    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 16,475 shares
    Change vs previous 13F +489 shares

    0.43% of the 13F portfolio, value $959,000.

    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 15,986 shares
    Change vs previous 13F +7,874 shares

    0.42% of the 13F portfolio, value $862,000.

    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 8,112 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $417,000.

    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 8,112 shares
    Change vs previous 13F -267 shares

    0.24% of the 13F portfolio, value $451,000.

    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 8,379 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $466,000.

    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).