Skip to content
Disclosery

SilverOak Wealth Management LLC: IJH position timeline

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

SilverOak Wealth Management LLC held 24,469 IJH 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 24,469 shares
    Change vs previous 13F +195 shares

    0.24% of the 13F portfolio, value $1,886,784.

    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 24,274 shares
    Change vs previous 13F +79 shares

    0.26% of the 13F portfolio, value $1,639,205.

    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 24,195 shares
    Change vs previous 13F +211 shares

    0.25% of the 13F portfolio, value $1,596,853.

    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 23,984 shares
    Change vs previous 13F +679 shares

    0.26% of the 13F portfolio, value $1,565,179.

    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 23,305 shares
    Change vs previous 13F -1,831 shares

    0.27% of the 13F portfolio, value $1,445,360.

    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 25,136 shares
    Change vs previous 13F +8,453 shares

    0.32% of the 13F portfolio, value $1,466,670.

    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 16,683 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,039,501.

    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 16,683 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,039,668.

    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).