OPER β€” ClearShares Ultra-Short Maturity

Ownership history in SILVER OAK SECURITIES, INCORPORATED  Β·  9 quarters on record

AI Ownership Summary

SILVER OAK SECURITIES, INCORPORATED reported ClearShares Ultra-Short Maturity (OPER) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.55% in 2023 Q3. The latest visible filing shows OPER at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OPER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVER OAK SECURITIES, INCORPORATED's position in ClearShares Ultra-Short Maturity, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OPER was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SILVER OAK SECURITIES, INCORPORATED held OPER β€” position size vs. price
% of Fund (quarterly)    OPER price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 34,989 -14,304 -29.0% 0.24% $3.5M 2026-02-14 (Est.) $99.94
2025 Q3 REDUCED 49,293 -1,631 -3.2% 0.37% $4.9M 2025-10-21 $98.69
2025 Q2 ADDED 50,924 +17,008 +50.1% 0.41% $5.1M 2025-07-11 $97.54
2023 Q4 REDUCED 33,916 -106 -0.3% 0.46% $3.4M 2024-02-05 $90.97
2023 Q3 UNCHANGED 34,022 β€” 0% 0.55% $3.4M 2023-10-18 $90.00
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SILVER OAK SECURITIES, INCORPORATED and OPER

These are the practical questions this page is built to answer before you even open the full history table.

How long has SILVER OAK SECURITIES, INCORPORATED reported owning OPER?

SILVER OAK SECURITIES, INCORPORATED reported OPER across 5 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported OPER position in SILVER OAK SECURITIES, INCORPORATED's portfolio?

The largest reported portfolio weight for OPER was 0.55% in 2023 Q3.

What is the latest reported OPER position on this page?

The most recent filing on this page is 2025 Q4, when SILVER OAK SECURITIES, INCORPORATED reported 34,989 shares, equal to 0.24% of portfolio, with an estimated market value of $3.5M.

What does the chart on this OPER ownership page compare?

The chart compares SILVER OAK SECURITIES, INCORPORATED's quarterly OPER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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