NORTHERN OAK WEALTH MANAGEMENT INC
CIK
0001138486
City
MILWAUKEE
State / Country
WI
Holdings in FBIZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $365,439 | 6,730 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $343,134 | 6,694 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $337,192 | 6,656 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $311,991 | 6,617 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $304,634 | 6,581 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $298,477 | 6,547 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $240,730 | 6,508 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $242,287 | 6,461 | Shares | Sole | 2024-05-01 |
| 2023-12-31 | $257,401 | 6,419 | Shares | Sole | 2024-01-11 |
| 2022-12-31 | $227,998 | 6,238 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $200,548 | 6,207 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $192,535 | 6,173 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $201,354 | 6,137 | Shares | Sole | 2022-05-24 |
| 2021-12-31 | $177,995 | 6,102 | Shares | Sole | 2022-02-16 |
| 2021-09-30 | $174,154 | 6,066 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $163,177 | 6,028 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $148,107 | 5,989 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $109,373 | 5,941 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $84,196 | 5,892 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $96,068 | 5,840 | Shares | Sole | 2020-08-17 |
| 2020-03-31 | $89,543 | 5,777 | Shares | Sole | 2020-05-15 |