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SilverOak Wealth Management LLCETFConcentrated long-term

CIK: 0001764766 | Edina, MN

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR131$839.7M2026-10-29SEC ↗
Q2 2026
13F-HR126$776.5M2026-07-29SEC ↗
Q1 2026
13F-HR121$632.4M2026-04-29SEC ↗
Q4 2025
13F-HR120$638.1M2026-01-28SEC ↗
Q3 2025
13F-HR114$592.8M2025-10-24SEC ↗
Q2 2025
13F-HR118$532.9M2025-07-29SEC ↗
Q1 2025
13F-HR98$462.5M2025-04-30SEC ↗
Q4 2024
13F-HR99$464.9M2025-01-31SEC ↗
Q3 2024
13F-HR94$445.8M2024-11-01SEC ↗
Q2 2024
13F-HR95$416.4M2024-08-08SEC ↗
Q1 2024
13F-HR94$402.6M2024-05-07SEC ↗
Q4 2023
13F-HR85$370.0M2024-02-14SEC ↗