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

SILVER OAK WEALTH ADVISORS SERVICES, LLC held 84,468 IMCG 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 84,468 shares
    Change vs previous 13F -3,969 shares

    4.97% of the 13F portfolio, value $8,303,218.

    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 88,437 shares
    Change vs previous 13F +2,275 shares

    4.52% of the 13F portfolio, value $6,966,150.

    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 86,162 shares
    Change vs previous 13F +478 shares

    4.44% of the 13F portfolio, value $6,879,137.

    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 85,684 shares
    Change vs previous 13F +2,056 shares

    4.67% of the 13F portfolio, value $7,088,647.

    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 83,628 shares
    Change vs previous 13F -18,778 shares

    4.83% of the 13F portfolio, value $6,709,470.

    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 102,406 shares
    Change vs previous 13F +851 shares

    6.52% of the 13F portfolio, value $7,314,863.

    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 101,555 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $7,670,469.

    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).