SilverOak Wealth Management LLC: VGT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SilverOak Wealth Management LLC on VGT, newest first. How the timeline and the estimate are built.
SilverOak Wealth Management LLC held 4,952 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 4,952 sharesChange vs previous 13F +4,291 shares
0.08% of the 13F portfolio, value $591,863.
13F-HR 0002085853-26-000900 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 661 sharesChange vs previous 13F +8 shares
0.07% of the 13F portfolio, value $461,193.
13F-HR 0002085853-26-000530 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 653 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $492,219.
13F-HR 0002085853-26-000125 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 653 sharesChange vs previous 13F -360 shares
0.08% of the 13F portfolio, value $487,549.
13F-HR 0002085853-25-000155 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,013 sharesChange vs previous 13F +510 shares
0.13% of the 13F portfolio, value $671,903.
13F-HR 0001667731-25-000997 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 503 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $272,817.
13F-HR 0001667731-25-000556 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 503 sharesChange vs previous 13F -81 shares
0.07% of the 13F portfolio, value $312,765.
13F-HR 0001667731-25-000195 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 584 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $342,528.
13F-HR 0001764766-24-000007 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).