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SILVER OAK WEALTH ADVISORS SERVICES, LLC: DFGX 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 DFGX, newest first. How the timeline and the estimate are built.

SILVER OAK WEALTH ADVISORS SERVICES, LLC held 91,577 DFGX 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 91,577 shares
    Change vs previous 13F -77 shares

    2.94% of the 13F portfolio, value $4,907,591.

    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 91,654 shares
    Change vs previous 13F +6,713 shares

    3.12% of the 13F portfolio, value $4,807,232.

    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 84,941 shares
    Change vs previous 13F +5,745 shares

    2.88% of the 13F portfolio, value $4,471,274.

    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 79,196 shares
    Change vs previous 13F +9,375 shares

    2.82% of the 13F portfolio, value $4,273,416.

    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 69,821 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $3,725,649.

    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).