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Strategy shares owned by Silver Oak Securities

Quarter-by-quarter ownership of Strategy (ESLV) shares owned by Silver Oak Securities from 13F filings

Historical chart of Silver Oak Securities investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 85k 26.23

More positions owned by Silver Oak Securities

First Tr Exchange-traded Cap Strength Etf (FTCS)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded A Com Shs (FEX)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Vaneck Merk Gold Etf Gold Shs (OUNZ)

View all positions for Silver Oak Securities

Top funds holding Strategy

Silver Oak Securities
Mosaic Family Wealth Partners
Creative Financial Designs
Commonwealth Equity Services
Values First Advisors
IFP Advisors

View all funds holding Strategy