Silver Oak Securities, Inc
- SEC CIK
- 0001080576
- Latest filing
- Aug 7, 2026
SMA holding history
SmartStop Self Storage REIT, Inc. in every 13F filed by Silver Oak Securities, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SMA overviewAll 13F holders of SMAFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,414
- Value
- $143.5K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,414 | $143.5K | <0.1% | −2,680−37.8% | Reduced | Holders |
| Q1 2026 | 7,094 | $214.8K | <0.1% | −25−0.4% | Reduced | Holders |
| Q4 2025 | 7,119 | $223.4K | <0.1% | +2,680+60.4% | Added | Holders |
| Q3 2025 | 4,439 | $167.1K | <0.1% | +4,439 | New | Holders |