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Silver Oak Securities, Inc

SEC CIK
0001080576
Latest filing
Aug 7, 2026

USA holding history

Liberty All Star Equity Fund 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.

USA overviewAll 13F holders of USAFull Q2 2026 holdings

Shares (Q2 2026)
11,275
Value
$65.5K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2022
Holdings of USA by Silver Oak Securities, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,275$65.5K<0.1%−20,432−64.4%ReducedHolders
Q1 202631,707$176.0K<0.1%+4,903+18.3%AddedHolders
Q4 202526,804$169.9K<0.1%+13,106+95.7%AddedHolders
Q3 202513,698$86.8K<0.1%+1,944+16.5%AddedHolders
Q2 202511,754$80.0K<0.1%+254+2.2%AddedHolders
Q1 202511,500$75.2K<0.1%−24,059−67.7%ReducedHolders
Q4 202435,559$248.6K<0.1%+35,559NewHolders
Q1 20230$00.0%−13,128−100.0%Sold outHolders
Q4 202213,128$75.0K<0.1%+13,128NewHolders
Q3 20220$00.0%−12,813−100.0%Sold outHolders
Q2 202212,813$85.0K<0.1%−781−5.7%ReducedHolders
Q1 202213,594$106.0K<0.1%–No prior filingHolders