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Disclosery

Silver Oak Advisory Group, Inc.: VTES position timeline

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

Silver Oak Advisory Group, Inc. held 24,804 VTES 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 24,804 shares
    Change vs previous 13F +938 shares

    0.99% of the 13F portfolio, value $2,512,000.

    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 23,866 shares
    Change vs previous 13F +1,924 shares

    1.04% of the 13F portfolio, value $2,413,000.

    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 21,942 shares
    Change vs previous 13F +56 shares

    1.01% of the 13F portfolio, value $2,228,000.

    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 21,886 shares
    Change vs previous 13F +1,966 shares

    1.01% of the 13F portfolio, value $2,230,000.

    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 19,920 shares
    Change vs previous 13F -528 shares

    0.97% of the 13F portfolio, value $2,010,000.

    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 20,448 shares
    Change vs previous 13F +670 shares

    1.09% of the 13F portfolio, value $2,055,000.

    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 19,778 shares
    Change vs previous 13F +267 shares

    1.05% of the 13F portfolio, value $1,982,000.

    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 19,511 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,978,000.

    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).