Skip to content
Disclosery

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

SILVER OAK WEALTH ADVISORS SERVICES, LLC held 1,833 SHV 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 1,833 shares
    Change vs previous 13F -127 shares

    0.12% of the 13F portfolio, value $202,269.

    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 1,960 shares
    Change vs previous 13F +1,960 shares

    0.14% of the 13F portfolio, value $216,364.

    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 0 shares
    Change vs previous 13F -1,815 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 1,815 shares
    Change vs previous 13F -590 shares

    0.13% of the 13F portfolio, value $200,539.

    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 2,405 shares
    Change vs previous 13F +69 shares

    0.19% of the 13F portfolio, value $265,560.

    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 2,336 shares
    Change vs previous 13F -2,062 shares

    0.23% of the 13F portfolio, value $258,035.

    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 4,398 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $484,264.

    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).