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SILVER OAK SECURITIES, INCORPORATED: JEPQ position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 81,980 JEPQ 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 81,980 shares
    Change vs previous 13F +9,902 shares

    0.31% of the 13F portfolio, value $5,038,466.

    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 72,078 shares
    Change vs previous 13F -13,129 shares

    0.29% of the 13F portfolio, value $4,001,751.

    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 85,207 shares
    Change vs previous 13F +4,817 shares

    0.34% of the 13F portfolio, value $5,034,886.

    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 80,390 shares
    Change vs previous 13F +6,696 shares

    0.35% of the 13F portfolio, value $4,624,011.

    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 73,694 shares
    Change vs previous 13F +4,062 shares

    0.33% of the 13F portfolio, value $4,008,930.

    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 69,632 shares
    Change vs previous 13F +4,958 shares

    0.34% of the 13F portfolio, value $3,607,635.

    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 64,674 shares
    Change vs previous 13F +2,526 shares

    0.34% of the 13F portfolio, value $3,701,301.

    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 62,148 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,405,730.

    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).