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SILVER OAK SECURITIES, INCORPORATED: SCHX position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 76,825 SCHX 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 76,825 shares
    Change vs previous 13F +58,332 shares

    0.14% of the 13F portfolio, value $2,260,959.

    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 18,493 shares
    Change vs previous 13F -24,522 shares

    0.03% of the 13F portfolio, value $474,169.

    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 43,015 shares
    Change vs previous 13F -41,247 shares

    0.08% of the 13F portfolio, value $1,166,567.

    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 84,262 shares
    Change vs previous 13F +54,128 shares

    0.17% of the 13F portfolio, value $2,219,471.

    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 30,134 shares
    Change vs previous 13F -5,035 shares

    0.06% of the 13F portfolio, value $736,469.

    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 35,169 shares
    Change vs previous 13F -38,343 shares

    0.07% of the 13F portfolio, value $772,303.

    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 73,512 shares
    Change vs previous 13F +50,233 shares

    0.16% of the 13F portfolio, value $1,710,626.

    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 23,279 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,573,914.

    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).