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Disclosery

SilverOak Wealth Management LLC: SOLV position timeline

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

SilverOak Wealth Management LLC held 15,630 SOLV 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 15,630 shares
    Change vs previous 13F -47 shares

    0.16% of the 13F portfolio, value $1,205,855.

    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 15,677 shares
    Change vs previous 13F -192 shares

    0.16% of the 13F portfolio, value $1,023,708.

    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 15,869 shares
    Change vs previous 13F -216 shares

    0.2% of the 13F portfolio, value $1,257,460.

    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 16,085 shares
    Change vs previous 13F -4,385 shares

    0.2% of the 13F portfolio, value $1,174,205.

    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 20,470 shares
    Change vs previous 13F -2,161 shares

    0.29% of the 13F portfolio, value $1,552,445.

    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 22,631 shares
    Change vs previous 13F +72 shares

    0.37% of the 13F portfolio, value $1,720,861.

    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 22,559 shares
    Change vs previous 13F +1,118 shares

    0.32% of the 13F portfolio, value $1,490,248.

    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 21,441 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,494,867.

    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).