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SilverOak Wealth Management LLC: FUL position timeline

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

SilverOak Wealth Management LLC held 73,350 FUL 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 73,350 shares
    Change vs previous 13F -2,319 shares

    0.55% of the 13F portfolio, value $4,275,572.

    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 75,669 shares
    Change vs previous 13F +4,192 shares

    0.74% of the 13F portfolio, value $4,667,265.

    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 71,477 shares
    Change vs previous 13F -569 shares

    0.67% of the 13F portfolio, value $4,250,024.

    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 72,046 shares
    Change vs previous 13F -998 shares

    0.72% of the 13F portfolio, value $4,270,888.

    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 73,044 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $4,393,597.

    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 73,044 shares
    Change vs previous 13F +4,011 shares

    0.89% of the 13F portfolio, value $4,099,230.

    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 69,033 shares
    Change vs previous 13F -928 shares

    1% of the 13F portfolio, value $4,658,348.

    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 69,961 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $5,553,505.

    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).