Silver Oak Advisory Group, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$195M
Signature - Title
Cindi Hill - Filing Agent
Location
Portland, OR
Summary
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. Silver Oak Advisory Group, Inc. reported 68 stock holdings with total value $195M as of Q3 2024. Top holdings included BND, BNDX, BSV, VTEB, and DFAC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 68 $195M +$6.22M -$795K +$5.42M BND, BNDX, BSV, VTEB, DFAC 13F-HR 11/8/2024, 04:54 PM
Q2 2024 64 $180M +$5.04M -$2.44M +$2.6M BND, BNDX, BSV, VTEB, DFAC 13F-HR 8/1/2024, 04:19 PM
Q1 2024 64 $178M +$6.25M -$1.69M +$4.56M BND, BNDX, BSV, VTEB, DFAC 13F-HR 5/3/2024, 01:33 PM
Q4 2023 61 $170M +$7.08M -$3.03M +$4.06M BND, BNDX, BSV, VTEB, DFAC 13F-HR 2/2/2024, 02:22 PM
Q3 2023 60 $154M +$8.34M -$1.35M +$6.99M BND, BNDX, BSV, VTEB, DFAC 13F-HR 11/3/2023, 07:18 PM
Q2 2023 55 $153M +$3.39M -$780K +$2.61M BND, BNDX, BSV, VTEB, DFAC 13F-HR 8/4/2023, 06:09 PM
Q1 2023 57 $149M +$7.21M -$1.05M +$6.16M BND, BNDX, BSV, VTEB, DFAC 13F-HR 5/5/2023, 03:01 PM
Q4 2022 57 $142M +$5.03M -$1.85M +$3.19M BND, BNDX, BSV, VTEB, VIOV 13F-HR 2/13/2023, 04:29 PM
Q3 2022 51 $133M +$4.07M -$3.51M +$560K BND, BNDX, BSV, VTEB, VIOV 13F-HR 10/31/2022, 06:20 PM
Q2 2022 55 $141M +$4.85M -$3.21M +$1.64M BND, BNDX, BSV, VTEB, VIOV 13F-HR 8/11/2022, 02:43 PM
Q1 2022 56 $153M +$8.21M -$2.34M +$5.87M BND, BNDX, BSV, VTEB, VIOV 13F-HR 5/3/2022, 12:28 PM
Q4 2021 60 $158M $0 $0 BND, BNDX, BSV, VTEB, VIOV 13F-HR 2/14/2022, 04:29 PM