SilverOak Wealth Management LLC: SPSM position timeline

SilverOak Wealth Management LLC held 296,937 SPSM 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 296,937 shares

   Change vs previous 13F +45,242 shares

   2.21% of the 13F portfolio, value $17,124,357.

   13F-HR 0002085853-26-000900 filed by SilverOak Wealth Management LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 251,695 shares

   Change vs previous 13F +23,949 shares

   1.92% of the 13F portfolio, value $12,161,902.

   13F-HR 0002085853-26-000530 filed by SilverOak Wealth Management LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 227,746 shares

   Change vs previous 13F +155,262 shares

   1.67% of the 13F portfolio, value $10,672,178.

   13F-HR 0002085853-26-000125 filed by SilverOak Wealth Management LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 72,484 shares

   Change vs previous 13F -2,206 shares

   0.57% of the 13F portfolio, value $3,357,459.

   13F-HR 0002085853-25-000155 filed by SilverOak Wealth Management LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 74,690 shares

   Change vs previous 13F -1,511 shares

   0.6% of the 13F portfolio, value $3,181,794.

   13F-HR 0001667731-25-000997 filed by SilverOak Wealth Management LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 76,201 shares

   Change vs previous 13F +5,759 shares

   0.67% of the 13F portfolio, value $3,105,953.

   13F-HR 0001667731-25-000556 filed by SilverOak Wealth Management LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 70,442 shares

   Change vs previous 13F +202 shares

   0.68% of the 13F portfolio, value $3,164,255.

   13F-HR 0001667731-25-000195 filed by SilverOak Wealth Management LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 70,240 shares

   Change vs previous 13F not available

   0.72% of the 13F portfolio, value $3,196,622.

   13F-HR 0001764766-24-000007 filed by SilverOak Wealth Management LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).