Number of Shares
52,278
Previous 38,914 34.34%
Holding current value
$5.25 Million
Previous $3.84 Million 36.77%
% of portfolio
2.37%
Previous 1.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
N/A
13,364 Added 34.34%
52,278 $5.25 Million
Q2 2025

Jul 30, 2025

BUY
N/A
32,343 Added 492.21%
38,914 $3.84 Million
Q1 2025

May 09, 2025

BUY
N/A
4,342 Added 194.8%
6,571 $649,000
Q2 2024

Aug 01, 2024

BUY
N/A
2,229 New
2,229 $221,000
Track This Portfolio

Track Silver Oak Advisory Group, Inc. Portfolio

Follow Silver Oak Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Advisory Group, Inc. with notifications on news.