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SILVER OAK SECURITIES, INCORPORATED: XLV position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 5,867 XLV 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 5,867 shares
    Change vs previous 13F -7,006 shares

    0.06% of the 13F portfolio, value $930,818.

    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 12,873 shares
    Change vs previous 13F +1,165 shares

    0.14% of the 13F portfolio, value $1,887,367.

    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 11,708 shares
    Change vs previous 13F +6,997 shares

    0.12% of the 13F portfolio, value $1,822,693.

    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 4,711 shares
    Change vs previous 13F -18,059 shares

    0.05% of the 13F portfolio, value $655,596.

    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 22,770 shares
    Change vs previous 13F +16,631 shares

    0.26% of the 13F portfolio, value $3,069,121.

    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 6,139 shares
    Change vs previous 13F -3,649 shares

    0.08% of the 13F portfolio, value $887,137.

    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 9,788 shares
    Change vs previous 13F -6,567 shares

    0.12% of the 13F portfolio, value $1,343,242.

    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 16,355 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,502,592.

    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).