SilverOak Wealth Management LLC: JPM position timeline

SilverOak Wealth Management LLC held 3,150 JPM 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 3,150 shares

   Change vs previous 13F +15 shares

   0.13% of the 13F portfolio, value $1,031,036.

   13F-HR 0002085853-26-000900 filed by SilverOak Wealth Management LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,135 shares

   Change vs previous 13F -5 shares

   0.15% of the 13F portfolio, value $922,135.

   13F-HR 0002085853-26-000530 filed by SilverOak Wealth Management LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,140 shares

   Change vs previous 13F +43 shares

   0.16% of the 13F portfolio, value $1,011,701.

   13F-HR 0002085853-26-000125 filed by SilverOak Wealth Management LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,097 shares

   Change vs previous 13F -479 shares

   0.16% of the 13F portfolio, value $976,809.

   13F-HR 0002085853-25-000155 filed by SilverOak Wealth Management LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,576 shares

   Change vs previous 13F +574 shares

   0.19% of the 13F portfolio, value $1,036,639.

   13F-HR 0001667731-25-000997 filed by SilverOak Wealth Management LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 3,002 shares

   Change vs previous 13F 0 shares

   0.16% of the 13F portfolio, value $736,315.

   13F-HR 0001667731-25-000556 filed by SilverOak Wealth Management LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 3,002 shares

   Change vs previous 13F +15 shares

   0.15% of the 13F portfolio, value $719,530.

   13F-HR 0001667731-25-000195 filed by SilverOak Wealth Management LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 2,987 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $629,762.

   13F-HR 0001764766-24-000007 filed by SilverOak Wealth Management LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).