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SILVER OAK SECURITIES, INCORPORATED: SMA position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 4,414 SMA 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 4,414 shares
    Change vs previous 13F -2,680 shares

    0.01% of the 13F portfolio, value $143,455.

    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 7,094 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $214,806.

    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 7,119 shares
    Change vs previous 13F +2,680 shares

    0.02% of the 13F portfolio, value $223,394.

    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 4,439 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $167,084.

    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).