SilverOak Wealth Management LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SilverOak Wealth Management LLC on PM, newest first. How the timeline and the estimate are built.
SilverOak Wealth Management LLC held 2,118 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 2,118 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $383,167.
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 2,118 sharesChange vs previous 13F -3 shares
0.06% of the 13F portfolio, value $350,190.
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 2,121 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $340,209.
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 2,121 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $344,026.
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 2,121 sharesChange vs previous 13F +3 shares
0.07% of the 13F portfolio, value $386,298.
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 2,118 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $336,190.
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 2,118 sharesChange vs previous 13F +12 shares
0.05% of the 13F portfolio, value $254,901.
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 2,106 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $255,668.
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).