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SILVER OAK SECURITIES, INCORPORATED: SGOL position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 30,814 SGOL 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 30,814 shares
    Change vs previous 13F -721 shares

    0.07% of the 13F portfolio, value $1,178,019.

    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 31,535 shares
    Change vs previous 13F -11,483 shares

    0.1% of the 13F portfolio, value $1,407,092.

    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 43,018 shares
    Change vs previous 13F +79 shares

    0.12% of the 13F portfolio, value $1,779,655.

    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 42,939 shares
    Change vs previous 13F -4,713 shares

    0.12% of the 13F portfolio, value $1,580,585.

    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 47,652 shares
    Change vs previous 13F -11,151 shares

    0.13% of the 13F portfolio, value $1,502,944.

    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 58,803 shares
    Change vs previous 13F +20,453 shares

    0.16% of the 13F portfolio, value $1,728,220.

    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 38,350 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $954,532.

    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).