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SILVER OAK SECURITIES, INCORPORATED: PTRB position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 138,356 PTRB 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 138,356 shares
    Change vs previous 13F +16,393 shares

    0.35% of the 13F portfolio, value $5,736,240.

    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 121,963 shares
    Change vs previous 13F +8,354 shares

    0.37% of the 13F portfolio, value $5,062,684.

    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 113,609 shares
    Change vs previous 13F +8,428 shares

    0.32% of the 13F portfolio, value $4,781,803.

    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 105,181 shares
    Change vs previous 13F +3,938 shares

    0.33% of the 13F portfolio, value $4,438,638.

    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 101,243 shares
    Change vs previous 13F +1,228 shares

    0.35% of the 13F portfolio, value $4,234,995.

    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 100,015 shares
    Change vs previous 13F -4,306 shares

    0.39% of the 13F portfolio, value $4,164,625.

    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 104,321 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,278,204.

    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).