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SILVER OAK SECURITIES, INCORPORATED: UPSD position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 101,647 UPSD 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 101,647 shares
    Change vs previous 13F +13,284 shares

    0.17% of the 13F portfolio, value $2,866,431.

    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 88,363 shares
    Change vs previous 13F +3,510 shares

    0.16% of the 13F portfolio, value $2,253,258.

    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 84,853 shares
    Change vs previous 13F +5,160 shares

    0.16% of the 13F portfolio, value $2,296,127.

    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 79,693 shares
    Change vs previous 13F +12,017 shares

    0.16% of the 13F portfolio, value $2,125,033.

    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 67,676 shares
    Change vs previous 13F +38,217 shares

    0.14% of the 13F portfolio, value $1,673,129.

    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 29,459 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $672,864.

    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).