SILVER OAK WEALTH ADVISORS SERVICES, LLC: QQQ 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 QQQ, newest first. How the timeline and the estimate are built.
SILVER OAK WEALTH ADVISORS SERVICES, LLC held 1,930 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 1,930 sharesChange vs previous 13F 0 shares
0.85% of the 13F portfolio, value $1,421,473.
13F-HR 0001941040-26-000514 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,930 sharesChange vs previous 13F 0 shares
0.72% of the 13F portfolio, value $1,114,131.
13F-HR 0001941040-26-000281 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,930 sharesChange vs previous 13F 0 shares
0.76% of the 13F portfolio, value $1,185,803.
13F-HR 0001941040-26-000056 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,930 sharesChange vs previous 13F 0 shares
0.76% of the 13F portfolio, value $1,158,894.
13F-HR 0001941040-25-000561 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,930 sharesChange vs previous 13F 0 shares
0.77% of the 13F portfolio, value $1,064,831.
13F-HR 0001941040-25-000380 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,930 sharesChange vs previous 13F -132 shares
0.81% of the 13F portfolio, value $905,156.
13F-HR 0001941040-25-000239 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,062 sharesChange vs previous 13F not available
0.91% of the 13F portfolio, value $1,054,311.
13F-HR 0001941040-25-000176 filed by SILVER OAK WEALTH ADVISORS SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).