Silver Oak Advisory Group, Inc.: SUSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Silver Oak Advisory Group, Inc. on SUSB, newest first. How the timeline and the estimate are built.
Silver Oak Advisory Group, Inc. held 12,958 SUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 12,958 sharesChange vs previous 13F +18 shares
0.13% of the 13F portfolio, value $323,000.
13F-HR 0001906937-26-000003 filed by Silver Oak Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,940 sharesChange vs previous 13F +374 shares
0.14% of the 13F portfolio, value $324,000.
13F-HR 0001906937-26-000002 filed by Silver Oak Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,566 sharesChange vs previous 13F +27 shares
0.14% of the 13F portfolio, value $317,000.
13F-HR 0001906937-26-000001 filed by Silver Oak Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,539 sharesChange vs previous 13F +19 shares
0.14% of the 13F portfolio, value $317,000.
13F-HR 0001906937-25-000002 filed by Silver Oak Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,520 sharesChange vs previous 13F +18 shares
0.15% of the 13F portfolio, value $315,000.
13F-HR 0001908380-25-000004 filed by Silver Oak Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,502 sharesChange vs previous 13F +1,296 shares
0.17% of the 13F portfolio, value $312,000.
13F-HR 0001842974-25-000017 filed by Silver Oak Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,206 sharesChange vs previous 13F +24 shares
0.15% of the 13F portfolio, value $276,000.
13F-HR 0001800586-25-000003 filed by Silver Oak Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,182 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $281,000.
13F-HR 0001906937-24-000001 filed by Silver Oak Advisory Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).