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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

  1. period ended2026-06-30
    13F 12,958 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 12,940 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 12,566 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 12,539 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 12,520 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 12,502 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 11,206 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 11,182 shares
    Change 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), ingested

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