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Disclosery

SilverOak Wealth Management LLC: AAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SilverOak Wealth Management LLC on AAL, newest first. How the timeline and the estimate are built.

SilverOak Wealth Management LLC held 0 AAL shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -13,758 shares

    13F-HR 0002085853-25-000155 filed by SilverOak Wealth Management 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.

  2. period ended2025-06-30
    13F 13,758 shares
    Change vs previous 13F +808 shares

    0.03% of the 13F portfolio, value $154,365.

    13F-HR 0001667731-25-000997 filed by SilverOak Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 12,950 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $136,623.

    13F-HR 0001667731-25-000556 filed by SilverOak Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 12,450 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $217,004.

    13F-HR 0001667731-25-000195 filed by SilverOak Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).