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SilverOak Wealth Management LLC: VOO position timeline

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

SilverOak Wealth Management LLC held 158,557 VOO 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 158,557 shares
    Change vs previous 13F +913 shares

    14.02% of the 13F portfolio, value $108,898,684.

    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 157,644 shares
    Change vs previous 13F +1,393 shares

    14.89% of the 13F portfolio, value $94,200,283.

    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 156,251 shares
    Change vs previous 13F -1,305 shares

    15.36% of the 13F portfolio, value $97,989,849.

    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 157,556 shares
    Change vs previous 13F -214 shares

    16.28% of the 13F portfolio, value $96,484,193.

    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 157,770 shares
    Change vs previous 13F +610 shares

    16.82% of the 13F portfolio, value $89,618,119.

    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 157,160 shares
    Change vs previous 13F +2,665 shares

    17.46% of the 13F portfolio, value $80,766,119.

    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 154,495 shares
    Change vs previous 13F +1,466 shares

    17.91% of the 13F portfolio, value $83,243,452.

    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 153,029 shares
    Change vs previous 13F not available

    18.11% of the 13F portfolio, value $80,749,057.

    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).