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SilverOak Wealth Management LLC: PTRB position timeline

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

SilverOak Wealth Management LLC held 57,746 PTRB 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 57,746 shares
    Change vs previous 13F +5,678 shares

    0.31% of the 13F portfolio, value $2,394,149.

    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 52,068 shares
    Change vs previous 13F +2,662 shares

    0.34% of the 13F portfolio, value $2,161,343.

    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 49,406 shares
    Change vs previous 13F +2,304 shares

    0.33% of the 13F portfolio, value $2,077,029.

    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 47,102 shares
    Change vs previous 13F +2,315 shares

    0.34% of the 13F portfolio, value $1,987,704.

    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 44,787 shares
    Change vs previous 13F +1,002 shares

    0.35% of the 13F portfolio, value $1,873,440.

    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 43,785 shares
    Change vs previous 13F +8,384 shares

    0.4% of the 13F portfolio, value $1,827,577.

    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 35,401 shares
    Change vs previous 13F +18,854 shares

    0.31% of the 13F portfolio, value $1,450,025.

    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 16,547 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $709,204.

    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).