SilverOak Wealth Management LLC: JTEK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SilverOak Wealth Management LLC on JTEK, newest first. How the timeline and the estimate are built.
SilverOak Wealth Management LLC held 130,813 JTEK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 130,813 sharesChange vs previous 13F -493 shares
1.88% of the 13F portfolio, value $14,592,399.
13F-HR 0002085853-26-000900 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 131,306 sharesChange vs previous 13F +3,265 shares
1.65% of the 13F portfolio, value $10,444,079.
13F-HR 0002085853-26-000530 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 128,041 sharesChange vs previous 13F +3,326 shares
1.81% of the 13F portfolio, value $11,532,999.
13F-HR 0002085853-26-000125 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 124,715 sharesChange vs previous 13F +290 shares
1.94% of the 13F portfolio, value $11,470,039.
13F-HR 0002085853-25-000155 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 124,425 sharesChange vs previous 13F +17,751 shares
1.97% of the 13F portfolio, value $10,508,936.
13F-HR 0001667731-25-000997 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 106,674 sharesChange vs previous 13F +30,416 shares
1.55% of the 13F portfolio, value $7,167,426.
13F-HR 0001667731-25-000556 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 76,258 sharesChange vs previous 13F +72,420 shares
1.24% of the 13F portfolio, value $5,770,443.
13F-HR 0001667731-25-000195 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,838 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $263,555.
13F-HR 0001764766-24-000007 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).