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SilverOak Wealth Management LLC: SPYV position timeline

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

SilverOak Wealth Management LLC held 430,513 SPYV 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 430,513 shares
    Change vs previous 13F +13,564 shares

    3.37% of the 13F portfolio, value $26,170,901.

    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 416,949 shares
    Change vs previous 13F +8,505 shares

    3.73% of the 13F portfolio, value $23,590,954.

    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 408,444 shares
    Change vs previous 13F +8,688 shares

    3.64% of the 13F portfolio, value $23,203,711.

    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 399,756 shares
    Change vs previous 13F +12,812 shares

    3.73% of the 13F portfolio, value $22,118,520.

    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 386,944 shares
    Change vs previous 13F +16,928 shares

    3.8% of the 13F portfolio, value $20,252,635.

    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 370,016 shares
    Change vs previous 13F +21,356 shares

    4.09% of the 13F portfolio, value $18,896,720.

    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 348,660 shares
    Change vs previous 13F +33,684 shares

    3.84% of the 13F portfolio, value $17,830,451.

    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 314,976 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $16,649,614.

    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).