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SilverOak Wealth Management LLC: IWO position timeline

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

SilverOak Wealth Management LLC held 4,308 IWO 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 4,308 shares
    Change vs previous 13F +48 shares

    0.22% of the 13F portfolio, value $1,697,101.

    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 4,260 shares
    Change vs previous 13F -93 shares

    0.21% of the 13F portfolio, value $1,336,759.

    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 4,353 shares
    Change vs previous 13F +23 shares

    0.22% of the 13F portfolio, value $1,405,987.

    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 4,330 shares
    Change vs previous 13F -296 shares

    0.23% of the 13F portfolio, value $1,385,681.

    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 4,626 shares
    Change vs previous 13F -72 shares

    0.25% of the 13F portfolio, value $1,322,299.

    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 4,698 shares
    Change vs previous 13F -165 shares

    0.26% of the 13F portfolio, value $1,200,393.

    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 4,863 shares
    Change vs previous 13F -196 shares

    0.3% of the 13F portfolio, value $1,399,560.

    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 5,059 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,436,625.

    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).