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Square Inc cl a shares owned by SilverOak Wealth Management

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by SilverOak Wealth Management from 13F filings

Historical chart of SilverOak Wealth Management investment in Square Inc cl a

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All positions including Square Inc cl a held by SilverOak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $218k 3.2k 67.93
2024-12-31 $261k 3.1k 84.99
2024-03-31 $233k 2.8k 84.58
2023-12-31 $216k 2.8k 77.35

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for SilverOak Wealth Management

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Baillie Gifford & Co
Sands Capital Management
Capital World Investors
Citadel Advisors
Susquehanna International
Loomis, Sayles and
Dragoneer Investment
FMR
UBS Group
Ameriprise Financial

View all funds holding Square Inc cl a