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SilverOak Wealth Management LLC: VOE position timeline

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

SilverOak Wealth Management LLC held 25,330 VOE 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 25,330 shares
    Change vs previous 13F +203 shares

    0.64% of the 13F portfolio, value $5,005,208.

    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 25,127 shares
    Change vs previous 13F -2,029 shares

    0.73% of the 13F portfolio, value $4,630,404.

    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 27,156 shares
    Change vs previous 13F +15,424 shares

    0.75% of the 13F portfolio, value $4,816,660.

    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 11,732 shares
    Change vs previous 13F -337 shares

    0.35% of the 13F portfolio, value $2,048,173.

    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 12,069 shares
    Change vs previous 13F -116 shares

    0.37% of the 13F portfolio, value $1,984,868.

    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 12,185 shares
    Change vs previous 13F +29 shares

    0.42% of the 13F portfolio, value $1,956,180.

    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 12,156 shares
    Change vs previous 13F -130 shares

    0.42% of the 13F portfolio, value $1,966,476.

    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 12,286 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,059,994.

    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).