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SILVER OAK SECURITIES, INCORPORATED: OUNZ position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 334,653 OUNZ 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 334,653 shares
    Change vs previous 13F +11,650 shares

    0.78% of the 13F portfolio, value $12,914,259.

    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 323,003 shares
    Change vs previous 13F -16,810 shares

    1.06% of the 13F portfolio, value $14,551,285.

    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 339,813 shares
    Change vs previous 13F -39,975 shares

    0.96% of the 13F portfolio, value $14,193,989.

    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 379,788 shares
    Change vs previous 13F +2,639 shares

    1.06% of the 13F portfolio, value $14,124,316.

    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 377,149 shares
    Change vs previous 13F -9,410 shares

    1% of the 13F portfolio, value $12,027,282.

    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 386,559 shares
    Change vs previous 13F +9,952 shares

    1.08% of the 13F portfolio, value $11,488,533.

    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 376,607 shares
    Change vs previous 13F +100,304 shares

    0.88% of the 13F portfolio, value $9,471,666.

    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 276,303 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $7,076,120.

    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).