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SILVER OAK SECURITIES, INCORPORATED: CFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SILVER OAK SECURITIES, INCORPORATED on CFA, newest first. How the timeline and the estimate are built.

SILVER OAK SECURITIES, INCORPORATED held 112,475 CFA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,475 shares
    Change vs previous 13F -270 shares

    0.67% of the 13F portfolio, value $11,112,504.

    13F-HR 0001080576-26-000004 filed by SILVER OAK SECURITIES, INCORPORATED
    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 112,745 shares
    Change vs previous 13F -566 shares

    0.75% of the 13F portfolio, value $10,313,814.

    13F-HR 0001080576-26-000003 filed by SILVER OAK SECURITIES, INCORPORATED
    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 113,311 shares
    Change vs previous 13F -419 shares

    0.7% of the 13F portfolio, value $10,394,681.

    13F-HR 0001080576-26-000001 filed by SILVER OAK SECURITIES, INCORPORATED
    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 113,730 shares
    Change vs previous 13F -7,758 shares

    0.77% of the 13F portfolio, value $10,347,174.

    13F-HR 0001080576-25-000010 filed by SILVER OAK SECURITIES, INCORPORATED
    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 121,488 shares
    Change vs previous 13F -1,439 shares

    0.89% of the 13F portfolio, value $10,686,088.

    13F-HR 0001080576-25-000007 filed by SILVER OAK SECURITIES, INCORPORATED
    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/A 122,927 shares
    Change vs previous 13F -1,925 shares

    0.96% of the 13F portfolio, value $10,301,333.

    13F-HR/A 0001080576-25-000005 filed by SILVER OAK SECURITIES, INCORPORATED
    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 124,852 shares
    Change vs previous 13F -1,136 shares

    0.99% of the 13F portfolio, value $10,620,514.

    13F-HR 0001080576-25-000002 filed by SILVER OAK SECURITIES, INCORPORATED
    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 125,988 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $10,832,441.

    13F-HR 0001080576-24-000011 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

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