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SILVER OAK SECURITIES, INCORPORATED: YSEP position timeline

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

SILVER OAK SECURITIES, INCORPORATED held 38,055 YSEP 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 38,055 shares
    Change vs previous 13F -55 shares

    0.06% of the 13F portfolio, value $1,048,035.

    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 38,110 shares
    Change vs previous 13F +3,642 shares

    0.07% of the 13F portfolio, value $997,354.

    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 34,468 shares
    Change vs previous 13F +5,741 shares

    0.06% of the 13F portfolio, value $898,853.

    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 28,727 shares
    Change vs previous 13F -21,956 shares

    0.05% of the 13F portfolio, value $732,539.

    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 50,683 shares
    Change vs previous 13F -7,949 shares

    0.1% of the 13F portfolio, value $1,236,665.

    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 58,632 shares
    Change vs previous 13F +1,772 shares

    0.13% of the 13F portfolio, value $1,336,223.

    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 56,860 shares
    Change vs previous 13F +12,915 shares

    0.12% of the 13F portfolio, value $1,237,842.

    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 43,945 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,006,341.

    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).