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SILVER OAK SECURITIES, INCORPORATED: LMBS position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 63,444 LMBS 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 63,444 shares
    Change vs previous 13F +6,277 shares

    0.19% of the 13F portfolio, value $3,158,242.

    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 57,167 shares
    Change vs previous 13F -61,649 shares

    0.21% of the 13F portfolio, value $2,847,485.

    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 118,816 shares
    Change vs previous 13F -1,796 shares

    0.4% of the 13F portfolio, value $5,945,553.

    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 120,612 shares
    Change vs previous 13F +17,025 shares

    0.45% of the 13F portfolio, value $6,005,285.

    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 103,587 shares
    Change vs previous 13F +87 shares

    0.42% of the 13F portfolio, value $5,102,702.

    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 103,500 shares
    Change vs previous 13F +1,130 shares

    0.48% of the 13F portfolio, value $5,087,009.

    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 102,370 shares
    Change vs previous 13F +7,960 shares

    0.46% of the 13F portfolio, value $4,975,164.

    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 94,410 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,662,894.

    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).