Current Market Value 206,413
Current Holdings 73
Most Recent File Date 2025-07-31
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Silver Oak Advisory Group, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-31 2025-06-30 13F-HR 73 206
2025-05-09 2025-03-31 13F-HR 65 188
2025-02-07 2024-12-31 13F-HR 65 189
2024-11-08 2024-09-30 13F-HR 68 195
2024-08-01 2024-06-30 13F-HR 64 180
2024-05-03 2024-03-31 13F-HR 64 178
2024-02-02 2023-12-31 13F-HR 61 170
2023-11-06 2023-09-30 13F-HR 60 154
2023-08-07 2023-06-30 13F-HR 55 153
2023-05-05 2023-03-31 13F-HR 57 149
2023-02-13 2022-12-31 13F-HR 57 142
2022-11-01 2022-09-30 13F-HR 51 133,394
2022-08-11 2022-06-30 13F-HR 55 141,114
2022-05-03 2022-03-31 13F-HR 56 153,261
2022-02-14 2021-12-31 13F-HR 60 157,979