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SILVER OAK SECURITIES, INCORPORATED: MTUM position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 13,574 MTUM 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 13,574 shares
    Change vs previous 13F +11,636 shares

    0.28% of the 13F portfolio, value $4,653,514.

    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 1,938 shares
    Change vs previous 13F -561 shares

    0.03% of the 13F portfolio, value $465,162.

    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 2,499 shares
    Change vs previous 13F -608 shares

    0.04% of the 13F portfolio, value $631,683.

    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 3,107 shares
    Change vs previous 13F -6,617 shares

    0.06% of the 13F portfolio, value $796,687.

    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 9,724 shares
    Change vs previous 13F +5,745 shares

    0.19% of the 13F portfolio, value $2,336,756.

    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 3,979 shares
    Change vs previous 13F +348 shares

    0.07% of the 13F portfolio, value $799,280.

    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 3,631 shares
    Change vs previous 13F -4,060 shares

    0.07% of the 13F portfolio, value $754,772.

    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 7,691 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,553,009.

    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).