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SILVER OAK SECURITIES, INCORPORATED: SCHB position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 67,545 SCHB 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 67,545 shares
    Change vs previous 13F -2,370 shares

    0.12% of the 13F portfolio, value $1,956,093.

    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 69,915 shares
    Change vs previous 13F -5,810 shares

    0.13% of the 13F portfolio, value $1,754,860.

    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 75,725 shares
    Change vs previous 13F -4,676 shares

    0.14% of the 13F portfolio, value $2,002,171.

    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 80,401 shares
    Change vs previous 13F +1,578 shares

    0.15% of the 13F portfolio, value $2,067,112.

    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 78,823 shares
    Change vs previous 13F -325 shares

    0.16% of the 13F portfolio, value $1,878,357.

    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 79,148 shares
    Change vs previous 13F -31,381 shares

    0.16% of the 13F portfolio, value $1,696,931.

    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 110,529 shares
    Change vs previous 13F +72,543 shares

    0.23% of the 13F portfolio, value $2,517,849.

    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 37,986 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,516,190.

    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).