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SilverOak Wealth Management LLC: IWN position timeline

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

SilverOak Wealth Management LLC held 8,859 IWN 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 8,859 shares
    Change vs previous 13F -42 shares

    0.25% of the 13F portfolio, value $1,959,611.

    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 8,901 shares
    Change vs previous 13F -152 shares

    0.27% of the 13F portfolio, value $1,687,541.

    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 9,053 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,640,495.

    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 9,053 shares
    Change vs previous 13F +1,642 shares

    0.27% of the 13F portfolio, value $1,600,661.

    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 7,411 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,169,159.

    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 7,411 shares
    Change vs previous 13F -34 shares

    0.24% of the 13F portfolio, value $1,118,913.

    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 7,445 shares
    Change vs previous 13F -53 shares

    0.26% of the 13F portfolio, value $1,222,246.

    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 7,498 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,250,816.

    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).