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
- period ended2026-06-3013F 158,557 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 157,644 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 156,251 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 157,556 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 157,770 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 157,160 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 154,495 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 153,029 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).