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SilverOak Wealth Management LLC: VO position timeline

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

SilverOak Wealth Management LLC held 1,051,352 VO 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 1,051,352 shares
    Change vs previous 13F +797,569 shares

    10.91% of the 13F portfolio, value $84,707,441.

    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 253,783 shares
    Change vs previous 13F +8,998 shares

    11.52% of the 13F portfolio, value $72,881,395.

    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 244,785 shares
    Change vs previous 13F +14,373 shares

    11.13% of the 13F portfolio, value $71,041,523.

    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 230,412 shares
    Change vs previous 13F +7,122 shares

    11.42% of the 13F portfolio, value $67,681,174.

    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 223,290 shares
    Change vs previous 13F +17,697 shares

    11.73% of the 13F portfolio, value $62,483,183.

    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 205,593 shares
    Change vs previous 13F +3,081 shares

    11.5% of the 13F portfolio, value $53,170,408.

    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 202,512 shares
    Change vs previous 13F +6,055 shares

    11.51% of the 13F portfolio, value $53,489,425.

    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 196,457 shares
    Change vs previous 13F not available

    11.63% of the 13F portfolio, value $51,831,168.

    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).