Silver Oak Advisory Group, Inc.: WFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Silver Oak Advisory Group, Inc. on WFC, newest first. How the timeline and the estimate are built.
Silver Oak Advisory Group, Inc. held 6,095 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 6,095 sharesChange vs previous 13F -489 shares
0.2% of the 13F portfolio, value $503,000.
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 6,584 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $524,000.
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 6,584 sharesChange vs previous 13F -420 shares
0.28% of the 13F portfolio, value $613,000.
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 7,004 sharesChange vs previous 13F -370 shares
0.27% of the 13F portfolio, value $587,000.
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 7,374 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $590,000.
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).