SilverOak Wealth Management LLC: BNDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SilverOak Wealth Management LLC on BNDX, newest first. How the timeline and the estimate are built.
SilverOak Wealth Management LLC held 9,450 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 9,450 sharesChange vs previous 13F +553 shares
0.06% of the 13F portfolio, value $457,664.
13F-HR 0002085853-26-000900 filed by SilverOak Wealth Management 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 8,897 sharesChange vs previous 13F -875 shares
0.07% of the 13F portfolio, value $427,501.
13F-HR 0002085853-26-000530 filed by SilverOak Wealth Management 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 9,772 sharesChange vs previous 13F -857 shares
0.07% of the 13F portfolio, value $472,184.
13F-HR 0002085853-26-000125 filed by SilverOak Wealth Management 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 10,629 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $525,710.
13F-HR 0002085853-25-000155 filed by SilverOak Wealth Management 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 10,629 sharesChange vs previous 13F -1,600 shares
0.1% of the 13F portfolio, value $526,242.
13F-HR 0001667731-25-000997 filed by SilverOak Wealth Management 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 12,229 sharesChange vs previous 13F -584 shares
0.13% of the 13F portfolio, value $597,020.
13F-HR 0001667731-25-000556 filed by SilverOak Wealth Management 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 12,813 sharesChange vs previous 13F +519 shares
0.14% of the 13F portfolio, value $628,478.
13F-HR 0001667731-25-000195 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,294 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $618,142.
13F-HR 0001764766-24-000007 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).