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Silver Oak Advisory Group, Inc.: DFAX position timeline

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

Silver Oak Advisory Group, Inc. held 515,318 DFAX 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 515,318 shares
    Change vs previous 13F +38,545 shares

    7.48% of the 13F portfolio, value $18,984,000.

    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 476,773 shares
    Change vs previous 13F +38,054 shares

    6.99% of the 13F portfolio, value $16,195,000.

    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 438,719 shares
    Change vs previous 13F -18,717 shares

    6.49% of the 13F portfolio, value $14,359,000.

    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 457,436 shares
    Change vs previous 13F +40,266 shares

    6.49% of the 13F portfolio, value $14,354,000.

    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 417,170 shares
    Change vs previous 13F +19,715 shares

    5.94% of the 13F portfolio, value $12,252,000.

    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 397,455 shares
    Change vs previous 13F +731 shares

    5.53% of the 13F portfolio, value $10,413,000.

    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 396,724 shares
    Change vs previous 13F +1,408 shares

    5.22% of the 13F portfolio, value $9,862,000.

    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 395,316 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $10,677,000.

    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).