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SILVER OAK SECURITIES, INCORPORATED: PTL position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 64,685 PTL 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 64,685 shares
    Change vs previous 13F +2,074 shares

    1.12% of the 13F portfolio, value $18,505,747.

    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 62,611 shares
    Change vs previous 13F +2,681 shares

    1.15% of the 13F portfolio, value $15,687,512.

    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 59,930 shares
    Change vs previous 13F +5,557 shares

    1.01% of the 13F portfolio, value $15,003,487.

    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 54,373 shares
    Change vs previous 13F +13,665 shares

    1.01% of the 13F portfolio, value $13,552,533.

    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 40,708 shares
    Change vs previous 13F +2,032 shares

    0.78% of the 13F portfolio, value $9,334,351.

    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 38,676 shares
    Change vs previous 13F +9,312 shares

    0.74% of the 13F portfolio, value $7,914,769.

    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 29,364 shares
    Change vs previous 13F +2,652 shares

    0.58% of the 13F portfolio, value $6,281,417.

    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 26,712 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,693,855.

    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).