SilverOak Wealth Management LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SilverOak Wealth Management LLC on BRK-B, newest first. How the timeline and the estimate are built.
SilverOak Wealth Management LLC held 881 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 881 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $440,844.
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 881 sharesChange vs previous 13F -408 shares
0.07% of the 13F portfolio, value $422,175.
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 1,289 sharesChange vs previous 13F -158 shares
0.1% of the 13F portfolio, value $647,916.
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 1,447 sharesChange vs previous 13F +28 shares
0.12% of the 13F portfolio, value $727,465.
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 1,419 sharesChange vs previous 13F +35 shares
0.13% of the 13F portfolio, value $689,308.
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 1,384 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $737,091.
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 1,384 sharesChange vs previous 13F +9 shares
0.13% of the 13F portfolio, value $627,340.
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 1,375 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $632,858.
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).