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SilverOak Wealth Management LLC: SPYG position timeline

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

SilverOak Wealth Management LLC held 681,977 SPYG 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 681,977 shares
    Change vs previous 13F +44,525 shares

    10.45% of the 13F portfolio, value $81,148,483.

    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 637,452 shares
    Change vs previous 13F +17,491 shares

    9.87% of the 13F portfolio, value $62,412,970.

    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 619,961 shares
    Change vs previous 13F +800 shares

    10.37% of the 13F portfolio, value $66,149,792.

    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 619,161 shares
    Change vs previous 13F +28,118 shares

    10.92% of the 13F portfolio, value $64,708,556.

    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 591,043 shares
    Change vs previous 13F +17,343 shares

    10.57% of the 13F portfolio, value $56,338,259.

    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 573,700 shares
    Change vs previous 13F +32,244 shares

    9.97% of the 13F portfolio, value $46,108,293.

    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 541,456 shares
    Change vs previous 13F +29,047 shares

    10.24% of the 13F portfolio, value $47,594,016.

    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 512,409 shares
    Change vs previous 13F not available

    9.53% of the 13F portfolio, value $42,499,186.

    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).