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SILVER OAK SECURITIES, INCORPORATED: IVW position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 67,795 IVW 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 67,795 shares
    Change vs previous 13F +20,652 shares

    0.57% of the 13F portfolio, value $9,323,810.

    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 47,143 shares
    Change vs previous 13F -2,193 shares

    0.39% of the 13F portfolio, value $5,332,389.

    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 49,336 shares
    Change vs previous 13F +36,033 shares

    0.41% of the 13F portfolio, value $6,125,522.

    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 13,303 shares
    Change vs previous 13F -12,300 shares

    0.12% of the 13F portfolio, value $1,605,995.

    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 25,603 shares
    Change vs previous 13F -25,902 shares

    0.23% of the 13F portfolio, value $2,818,894.

    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 51,505 shares
    Change vs previous 13F -4,672 shares

    0.45% of the 13F portfolio, value $4,766,754.

    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 56,177 shares
    Change vs previous 13F -24,227 shares

    0.53% of the 13F portfolio, value $5,753,985.

    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 80,404 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $7,655,645.

    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).