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SilverOak Wealth Management LLC: VT position timeline

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

SilverOak Wealth Management LLC held 28,625 VT 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 28,625 shares
    Change vs previous 13F +145 shares

    0.58% of the 13F portfolio, value $4,492,674.

    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 28,480 shares
    Change vs previous 13F +1,207 shares

    0.62% of the 13F portfolio, value $3,939,388.

    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 27,273 shares
    Change vs previous 13F +1,963 shares

    0.6% of the 13F portfolio, value $3,847,064.

    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 25,310 shares
    Change vs previous 13F +23 shares

    0.59% of the 13F portfolio, value $3,487,760.

    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 25,287 shares
    Change vs previous 13F -213 shares

    0.61% of the 13F portfolio, value $3,249,912.

    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 25,500 shares
    Change vs previous 13F -3,963 shares

    0.64% of the 13F portfolio, value $2,956,734.

    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 29,463 shares
    Change vs previous 13F -8,872 shares

    0.74% of the 13F portfolio, value $3,461,321.

    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 38,335 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,588,729.

    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).