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SILVER OAK SECURITIES, INCORPORATED: SPY position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 21,473 SPY 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 21,473 shares
    Change vs previous 13F +2,543 shares

    0.97% of the 13F portfolio, value $16,035,108.

    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 18,930 shares
    Change vs previous 13F +3,308 shares

    0.9% of the 13F portfolio, value $12,310,680.

    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 15,622 shares
    Change vs previous 13F -4,185 shares

    0.73% of the 13F portfolio, value $10,732,490.

    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 19,807 shares
    Change vs previous 13F -68 shares

    0.99% of the 13F portfolio, value $13,195,160.

    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 19,875 shares
    Change vs previous 13F +5,745 shares

    1.02% of the 13F portfolio, value $12,279,555.

    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 14,130 shares
    Change vs previous 13F -1,595 shares

    0.73% of the 13F portfolio, value $7,851,500.

    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 15,725 shares
    Change vs previous 13F +1,578 shares

    0.86% of the 13F portfolio, value $9,250,119.

    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 14,147 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,059,399.

    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).