ILPT β€” INDUSTRIAL LOGISTICS PPTYS T

Ownership history in SILVER OAK SECURITIES, INCORPORATED  Β·  6 quarters on record

AI Ownership Summary

SILVER OAK SECURITIES, INCORPORATED reported INDUSTRIAL LOGISTICS PPTYS T (ILPT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows ILPT at 0.01% 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.

What this ILPT 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 INDUSTRIAL LOGISTICS PPTYS T, 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
2026 Q1

ILPT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 ILPT β€” position size vs. price
% of Fund (quarterly)    ILPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13,449 -228 -1.7% 0.01% $76K 2026-04-20 $6.29
2025 Q4 ADDED 13,677 +128 +0.9% 0.01% $76K 2026-01-15 $5.93
2025 Q3 REDUCED 13,549 -270 -2.0% 0.01% $79K 2025-10-21 $5.63
2025 Q2 REDUCED 13,819 -635 -4.4% 0.01% $63K 2025-07-11 $5.33
2025 Q1 REDUCED 14,454 -3,604 -20.0% 0.00% $50K 2025-04-21 $2.50
2024 Q4 INITIATED 18,058 β€” β€” 0.01% $65K 2025-01-27 $3.77

FAQ About SILVER OAK SECURITIES, INCORPORATED and ILPT

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 ILPT?

SILVER OAK SECURITIES, INCORPORATED reported ILPT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for ILPT was 0.01% in 2024 Q4.

What is the latest reported ILPT position on this page?

The most recent filing on this page is 2026 Q1, when SILVER OAK SECURITIES, INCORPORATED reported 13,449 shares, equal to 0.01% of portfolio, with an estimated market value of $76K.

What does the chart on this ILPT ownership page compare?

The chart compares SILVER OAK SECURITIES, INCORPORATED's quarterly ILPT 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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