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

SILVER OAK WEALTH ADVISORS SERVICES, LLC held 683,280 VTIP 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 683,280 shares
    Change vs previous 13F +54,473 shares

    20.55% of the 13F portfolio, value $34,321,165.

    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 628,807 shares
    Change vs previous 13F +5,680 shares

    20.4% of the 13F portfolio, value $31,408,931.

    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 623,127 shares
    Change vs previous 13F +23,948 shares

    19.88% of the 13F portfolio, value $30,819,883.

    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 599,179 shares
    Change vs previous 13F +41,334 shares

    19.99% of the 13F portfolio, value $30,336,436.

    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 557,845 shares
    Change vs previous 13F +236,956 shares

    20.21% of the 13F portfolio, value $28,042,880.

    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 320,889 shares
    Change vs previous 13F -33,189 shares

    14.28% of the 13F portfolio, value $16,012,383.

    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 354,078 shares
    Change vs previous 13F not available

    14.83% of the 13F portfolio, value $17,144,478.

    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).