SILVER OAK WEALTH ADVISORS SERVICES, LLC SEC EDGAR Filings (CIK 0002060368)

SEC EDGAR filings, ownership reports, and insider transactions for SILVER OAK WEALTH ADVISORS SERVICES, LLC.

Business address
10940 Wilshire Blvd, Suite 975, Los Angeles, CA, 90024
Top securities (13F)
VTIP, GSIE, ESGV, DUHP, AVLV, AVEM, IMCG, CMF, DFGX, AVUV, ESGD, VCSH, JMUB, VCIT, STIP, AAPL, ESGE, VTI, QQQ, and VIG
State of incorporation
CA
Fiscal year end
31 December
SILVER OAK WEALTH ADVISORS SERVICES, LLC has filed 4 SEC EDGAR filings since 13 Mar 2025

Latest Filings

Recent SEC filings for SILVER OAK WEALTH ADVISORS SERVICES, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2025 30 Sep 2025 028-25456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2025 30 Jun 2025 028-25456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2025 31 Mar 2025 028-25456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Mar 2025 31 Dec 2024 028-25456

About this filer

SILVER OAK WEALTH ADVISORS SERVICES, LLC files with the SEC under CIK 0002060368. 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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