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SILVER OAK SECURITIES, INCORPORATED: IDV position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 23,613 IDV 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 23,613 shares
    Change vs previous 13F +1,338 shares

    0.06% of the 13F portfolio, value $978,287.

    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 22,275 shares
    Change vs previous 13F +5,765 shares

    0.07% of the 13F portfolio, value $948,024.

    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 16,510 shares
    Change vs previous 13F +1,726 shares

    0.04% of the 13F portfolio, value $654,456.

    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 14,784 shares
    Change vs previous 13F +10,250 shares

    0.04% of the 13F portfolio, value $540,355.

    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 4,534 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $156,468.

    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).