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SilverOak Wealth Management LLC: DFAT position timeline

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

SilverOak Wealth Management LLC held 4,094 DFAT 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 4,094 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $286,145.

    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 4,094 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $255,648.

    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 4,094 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $243,736.

    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 4,094 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $238,291.

    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 4,094 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $220,893.

    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 4,094 shares
    Change vs previous 13F -544 shares

    0.05% of the 13F portfolio, value $210,782.

    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 4,638 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $258,131.

    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).

  8. period ended2024-09-30
    13F 4,638 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $257,992.

    13F-HR 0001764766-24-000007 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).