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Disclosery

SILVER OAK SECURITIES, INCORPORATED: SDVY position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 85,948 SDVY 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 85,948 shares
    Change vs previous 13F +9,692 shares

    0.23% of the 13F portfolio, value $3,707,792.

    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 76,256 shares
    Change vs previous 13F -16,582 shares

    0.22% of the 13F portfolio, value $3,006,792.

    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 92,838 shares
    Change vs previous 13F +5,039 shares

    0.24% of the 13F portfolio, value $3,598,413.

    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 87,799 shares
    Change vs previous 13F +31,072 shares

    0.25% of the 13F portfolio, value $3,338,086.

    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 56,727 shares
    Change vs previous 13F +1,836 shares

    0.17% of the 13F portfolio, value $2,001,339.

    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 54,891 shares
    Change vs previous 13F -337 shares

    0.17% of the 13F portfolio, value $1,832,824.

    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 55,228 shares
    Change vs previous 13F +2,830 shares

    0.18% of the 13F portfolio, value $1,972,727.

    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 52,398 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,899,432.

    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).