Filer Snapshot

SILVER OAK SECURITIES, INCORPORATED

CIK 0001080576. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

51

Latest Filing

20 Apr 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 20 Apr 2026 for CIK 0001080576.

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Business address
403 N. Parkway, Suite 101, Jackson, TN, 38305
Top securities (13F)
FTCS, CGUS, CDC, AAPL, CGDV, NVDA, XHLF, PVAL, RDVY, FBND, VTI, JAAA, FEX, PTL, OUNZ, AMZN, AVUV, BND, CAT, and SPYG
State of incorporation
TN
Fiscal year end
31 December
Former names
SILVER OAK SECURITIES, Inc (to 12 Jul 2024), WILLIAM E. HOPKINS & ASSOCIATES, INC. (to 08 May 2006), HOPKINS WILLIAMS E& ASSOCIATES INC /BD (to 01 Mar 2002)

Filer intelligence

What SEC filings say about SILVER OAK SECURITIES, INCORPORATED

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $1.37B across 781 reported holdings for Q1 2026.
  • Largest parsed 13F holding: FTCS at $38.28M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 781 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 20 Apr 2026

FTCS

2.8%

First Tr Exchange Traded Fd

$38.28M

CGUS

2.6%

Capital Group Core Equity Et

$36.08M

CDC

2.4%

Victory Portfolios II

$33.38M

AAPL

2.1%

Apple Inc

$28.54M

CGDV

2%

Capital Group Dividend Value

$27.51M

Latest update

What changed recently for SILVER OAK SECURITIES, INCORPORATED

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

20 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 20 Apr 2026.

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Benchmark Context

Benchmark context for this company

SILVER OAK SECURITIES, INCORPORATED has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

SILVER OAK SECURITIES, INCORPORATED has filed 51 SEC EDGAR filings since 01 Mar 2002. Common forms include 13F-HR, X-17A-5, 13F-HR/A, D and more.

SILVER OAK SECURITIES, INCORPORATED SEC filings SILVER OAK SECURITIES, INCORPORATED 13F portfolio

Latest Filings

Recent SEC filings for SILVER OAK SECURITIES, INCORPORATED with direct links to document and filing folders.

13F-HR File 028-22469

13F-HR filing

Filing date
20 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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X-17A-5 File 008-51601

X-17A-5 filing

Filing date
31 Mar 2026
Reporting date
31 Dec 2025
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13F-HR File 028-22469

13F-HR filing

Filing date
15 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-22469

13F-HR filing

Filing date
21 Oct 2025
Reporting date
30 Sep 2025
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13F-HR File 028-22469

13F-HR filing

Filing date
11 Jul 2025
Reporting date
30 Jun 2025
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13F-HR/A File 028-22469

13F-HR/A filing

Filing date
29 Apr 2025
Reporting date
31 Mar 2025
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13F-HR File 028-22469

13F-HR filing

Filing date
21 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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X-17A-5 File 008-51601

X-17A-5 filing

Filing date
01 Apr 2025
Reporting date
31 Dec 2024
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13F-HR File 028-22469

13F-HR filing

Filing date
27 Jan 2025
Reporting date
31 Dec 2024
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13F-HR File 028-22469

13F-HR filing

Filing date
23 Oct 2024
Reporting date
30 Sep 2024
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13F-HR File 028-22469

13F-HR filing

Filing date
12 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-22469

13F-HR filing

Filing date
10 May 2024
Reporting date
31 Mar 2024
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X-17A-5 File 008-51601

X-17A-5 filing

Filing date
01 Apr 2024
Reporting date
31 Dec 2023
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13F-HR File 028-22469

13F-HR filing

Filing date
05 Feb 2024
Reporting date
31 Dec 2023
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13F-HR/A File 028-22469

13F-HR/A filing

Filing date
20 Nov 2023
Reporting date
30 Sep 2023
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13F-HR/A File 028-22469

13F-HR/A filing

Filing date
23 Oct 2023
Reporting date
30 Sep 2022
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13F-HR/A File 028-22469

13F-HR/A filing

Filing date
20 Oct 2023
Reporting date
30 Sep 2023
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13F-HR File 028-22469

13F-HR filing

Filing date
18 Oct 2023
Reporting date
30 Sep 2023
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13F-HR File 028-22469

13F-HR filing

Filing date
02 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-22469

13F-HR filing

Filing date
05 May 2023
Reporting date
31 Mar 2023
SEC evidence
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X-17A-5 File 008-51601

X-17A-5 filing

Filing date
30 Mar 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-22469

13F-HR filing

Filing date
02 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-22469

13F-HR filing

Filing date
20 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-22469

13F-HR filing

Filing date
15 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-22469

13F-HR filing

Filing date
10 May 2022
Reporting date
31 Mar 2022
SEC evidence
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
24 Mar 2022
Reporting date
31 Dec 2021
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D File 021-406205

D filing

Filing date
14 Jul 2021
Reporting date
Not listed
SEC evidence
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
02 Mar 2021
Reporting date
31 Dec 2020
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
27 Apr 2020
Reporting date
31 Dec 2019
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D File 021-342484

D filing

Filing date
21 Jun 2019
Reporting date
Not listed
SEC evidence
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
28 Feb 2019
Reporting date
31 Dec 2018
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
28 Feb 2018
Reporting date
31 Dec 2017
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
27 Feb 2017
Reporting date
31 Dec 2016
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
25 Feb 2016
Reporting date
31 Dec 2015
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
27 Feb 2015
Reporting date
31 Dec 2014
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
05 Mar 2014
Reporting date
31 Dec 2013
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
01 Mar 2013
Reporting date
31 Dec 2012
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
16 Apr 2012
Reporting date
31 Dec 2010
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
29 Feb 2012
Reporting date
31 Dec 2011
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X-17A-5/A File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
04 Mar 2010
Reporting date
31 Dec 2009
SEC evidence
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X-17A-5 File 008-51601

AUTO-GENERATED PAPER DOCUMENT

Filing date
26 Feb 2010
Reporting date
31 Dec 2009
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About this filer

SILVER OAK SECURITIES, INCORPORATED files with the SEC under CIK 0001080576. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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