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SILVER OAK SECURITIES, INCORPORATED: CGDV position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 689,334 CGDV 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 689,334 shares
    Change vs previous 13F +42,615 shares

    2.06% of the 13F portfolio, value $33,970,390.

    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 646,719 shares
    Change vs previous 13F +38,754 shares

    2.01% of the 13F portfolio, value $27,511,420.

    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 607,965 shares
    Change vs previous 13F +48,665 shares

    1.8% of the 13F portfolio, value $26,707,909.

    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 559,300 shares
    Change vs previous 13F +69,755 shares

    1.76% of the 13F portfolio, value $23,507,379.

    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 489,545 shares
    Change vs previous 13F +27,120 shares

    1.61% of the 13F portfolio, value $19,332,124.

    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 462,425 shares
    Change vs previous 13F +26,345 shares

    1.54% of the 13F portfolio, value $16,402,227.

    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 436,080 shares
    Change vs previous 13F +55,463 shares

    1.43% of the 13F portfolio, value $15,389,265.

    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 380,617 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $13,884,899.

    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).