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Disclosery

SILVER OAK SECURITIES, INCORPORATED: WMS position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 0 WMS shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,153 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,153 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $316,320.

    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).

  3. period ended2025-09-30
    13F 2,152 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $298,495.

    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).

  4. period ended2025-06-30
    13F 2,152 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $247,133.

    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).

  5. period ended2025-03-31
    13F/A 2,137 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $231,243.

    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).

  6. period ended2024-12-31
    13F 2,136 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $245,324.

    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).