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SILVER OAK WEALTH ADVISORS SERVICES, LLC: AVLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SILVER OAK WEALTH ADVISORS SERVICES, LLC on AVLV, newest first. How the timeline and the estimate are built.

SILVER OAK WEALTH ADVISORS SERVICES, LLC held 100,249 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,249 shares
    Change vs previous 13F -8,739 shares

    5.47% of the 13F portfolio, value $9,143,756.

    13F-HR 0001941040-26-000514 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
    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 108,988 shares
    Change vs previous 13F +542 shares

    5.71% of the 13F portfolio, value $8,785,485.

    13F-HR 0001941040-26-000281 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
    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 108,446 shares
    Change vs previous 13F -463 shares

    5.3% of the 13F portfolio, value $8,216,987.

    13F-HR 0001941040-26-000056 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
    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 108,909 shares
    Change vs previous 13F +2,756 shares

    5.19% of the 13F portfolio, value $7,869,756.

    13F-HR 0001941040-25-000561 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
    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 106,153 shares
    Change vs previous 13F -16,527 shares

    5.22% of the 13F portfolio, value $7,240,710.

    13F-HR 0001941040-25-000380 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
    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 122,680 shares
    Change vs previous 13F -2,917 shares

    7.13% of the 13F portfolio, value $7,999,962.

    13F-HR 0001941040-25-000239 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
    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 125,597 shares
    Change vs previous 13F not available

    7.25% of the 13F portfolio, value $8,386,139.

    13F-HR 0001941040-25-000176 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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