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Disclosery

SILVER OAK SECURITIES, INCORPORATED: HEI position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 2,235 HEI 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 2,235 shares
    Change vs previous 13F +381 shares

    0.05% of the 13F portfolio, value $796,085.

    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 1,854 shares
    Change vs previous 13F +101 shares

    0.04% of the 13F portfolio, value $508,367.

    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 1,753 shares
    Change vs previous 13F +523 shares

    0.04% of the 13F portfolio, value $575,440.

    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 1,230 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $397,069.

    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).