Skip to content

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

  1. period ended2026-06-30
    13F 23,504 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,857 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,618 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,960 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,721 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 29,153 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,016 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,002 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).