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Disclosery

SILVER OAK SECURITIES, INCORPORATED: XYZ position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 12,086 XYZ 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 12,086 shares
    Change vs previous 13F -472 shares

    0.06% of the 13F portfolio, value $918,536.

    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 12,558 shares
    Change vs previous 13F -2,504 shares

    0.06% of the 13F portfolio, value $755,740.

    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 15,062 shares
    Change vs previous 13F -451 shares

    0.07% of the 13F portfolio, value $987,163.

    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 15,513 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,121,125.

    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).