Skip to main content

SilverOak Wealth Management LLC

SEC CIK
0001764766
Latest filing
Jul 29, 2026

TRI holding history

Thomson Reuters Corp in every 13F filed by SilverOak Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2023
Holdings of TRI by SilverOak Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,476−100.0%Sold outHolders
Q1 20263,476$312.8K<0.1%00.0%UnchangedHolders
Q4 20253,476$458.4K0.1%00.0%UnchangedHolders
Q3 20253,476$539.9K0.1%00.0%UnchangedHolders
Q2 20253,476$699.1K0.1%00.0%UnchangedHolders
Q1 20253,476$600.6K0.1%00.0%UnchangedHolders
Q4 20243,476$557.5K0.1%00.0%UnchangedHolders
Q3 20243,476$593.0K0.1%00.0%UnchangedHolders
Q2 20243,476$585.9K0.1%00.0%UnchangedHolders
Q1 20243,476$541.7K0.1%00.0%UnchangedHolders
Q4 20233,476$508.3K0.1%–No prior filingHolders