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SilverOak Wealth Management LLC: DBND position timeline

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

SilverOak Wealth Management LLC held 328,419 DBND shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 328,419 shares
    Change vs previous 13F +278,866 shares

    1.93% of the 13F portfolio, value $14,972,786.

    13F-HR 0002085853-26-000900 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).

  2. period ended2026-03-31
    13F 49,553 shares
    Change vs previous 13F +15,619 shares

    0.36% of the 13F portfolio, value $2,270,023.

    13F-HR 0002085853-26-000530 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 ended2025-12-31
    13F 33,934 shares
    Change vs previous 13F +3,952 shares

    0.25% of the 13F portfolio, value $1,573,333.

    13F-HR 0002085853-26-000125 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 ended2025-09-30
    13F 29,982 shares
    Change vs previous 13F +3,058 shares

    0.24% of the 13F portfolio, value $1,395,062.

    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).

  5. period ended2025-06-30
    13F 26,924 shares
    Change vs previous 13F +472 shares

    0.23% of the 13F portfolio, value $1,244,966.

    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).

  6. period ended2025-03-31
    13F 26,452 shares
    Change vs previous 13F +5,989 shares

    0.26% of the 13F portfolio, value $1,221,289.

    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).

  7. period ended2024-12-31
    13F 20,463 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $926,716.

    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).