SilverOak Wealth Management LLC: NUSC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SilverOak Wealth Management LLC on NUSC, newest first. How the timeline and the estimate are built.
SilverOak Wealth Management LLC held 62,225 NUSC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 62,225 sharesChange vs previous 13F +479 shares
0.42% of the 13F portfolio, value $3,243,167.
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 61,746 sharesChange vs previous 13F +892 shares
0.44% of the 13F portfolio, value $2,782,275.
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 60,854 sharesChange vs previous 13F +5,919 shares
0.43% of the 13F portfolio, value $2,717,132.
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 54,935 sharesChange vs previous 13F +1,828 shares
0.41% of the 13F portfolio, value $2,422,634.
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 53,107 sharesChange vs previous 13F +4,381 shares
0.41% of the 13F portfolio, value $2,163,579.
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 48,726 sharesChange vs previous 13F +280 shares
0.4% of the 13F portfolio, value $1,868,155.
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 48,446 sharesChange vs previous 13F +185 shares
0.44% of the 13F portfolio, value $2,029,015.
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 48,261 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $2,067,501.
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).