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SILVER OAK SECURITIES, INCORPORATED: SCHG position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 142,277 SCHG 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 142,277 shares
    Change vs previous 13F -35,542 shares

    0.29% of the 13F portfolio, value $4,814,666.

    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 177,819 shares
    Change vs previous 13F -41,290 shares

    0.38% of the 13F portfolio, value $5,179,871.

    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 219,109 shares
    Change vs previous 13F +14,013 shares

    0.49% of the 13F portfolio, value $7,204,295.

    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 205,096 shares
    Change vs previous 13F +81,099 shares

    0.49% of the 13F portfolio, value $6,544,620.

    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 123,997 shares
    Change vs previous 13F -47,028 shares

    0.3% of the 13F portfolio, value $3,621,951.

    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 171,025 shares
    Change vs previous 13F -140,302 shares

    0.4% of the 13F portfolio, value $4,279,038.

    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 311,327 shares
    Change vs previous 13F +258,531 shares

    0.81% of the 13F portfolio, value $8,760,740.

    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 52,796 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,450,094.

    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).