SILVER OAK SECURITIES, INCORPORATED: XLP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SILVER OAK SECURITIES, INCORPORATED on XLP, newest first. How the timeline and the estimate are built.
SILVER OAK SECURITIES, INCORPORATED held 23,504 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 23,504 sharesChange vs previous 13F -6,353 shares
0.12% of the 13F portfolio, value $1,952,513.
13F-HR 0001080576-26-000004 filed by SILVER OAK SECURITIES, INCORPORATED
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,857 sharesChange vs previous 13F +239 shares
0.18% of the 13F portfolio, value $2,447,641.
13F-HR 0001080576-26-000003 filed by SILVER OAK SECURITIES, INCORPORATED
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,618 sharesChange vs previous 13F +12,658 shares
0.16% of the 13F portfolio, value $2,314,652.
13F-HR 0001080576-26-000001 filed by SILVER OAK SECURITIES, INCORPORATED
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,960 sharesChange vs previous 13F +6,239 shares
0.1% of the 13F portfolio, value $1,329,158.
13F-HR 0001080576-25-000010 filed by SILVER OAK SECURITIES, INCORPORATED
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,721 sharesChange vs previous 13F -18,432 shares
0.07% of the 13F portfolio, value $868,079.
13F-HR 0001080576-25-000007 filed by SILVER OAK SECURITIES, INCORPORATED
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 29,153 sharesChange vs previous 13F +1,137 shares
0.22% of the 13F portfolio, value $2,344,229.
13F-HR/A 0001080576-25-000005 filed by SILVER OAK SECURITIES, INCORPORATED
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,016 sharesChange vs previous 13F +20,014 shares
0.2% of the 13F portfolio, value $2,195,653.
13F-HR 0001080576-25-000002 filed by SILVER OAK SECURITIES, INCORPORATED
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,002 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $664,294.
13F-HR 0001080576-24-000011 filed by SILVER OAK SECURITIES, INCORPORATED
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).