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SILVER OAK SECURITIES, INCORPORATED: SCHW position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 8,871 SCHW 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 8,871 shares
    Change vs previous 13F +886 shares

    0.05% of the 13F portfolio, value $818,496.

    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 7,985 shares
    Change vs previous 13F +72 shares

    0.05% of the 13F portfolio, value $750,462.

    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 7,913 shares
    Change vs previous 13F +414 shares

    0.05% of the 13F portfolio, value $795,679.

    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 7,499 shares
    Change vs previous 13F +3,406 shares

    0.05% of the 13F portfolio, value $715,935.

    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 4,093 shares
    Change vs previous 13F +276 shares

    0.03% of the 13F portfolio, value $373,437.

    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 3,817 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $296,976.

    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).