ARS Wealth Advisors Group, LLC SLV ISHARES SILVER TR

Ownership history in ARS Wealth Advisors Group, LLC  ·  18 quarters on record

AI Ownership Summary

ARS Wealth Advisors Group, LLC reported ISHARES SILVER TR (SLV) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.46% in 2023 Q4. The latest visible filing shows SLV at 0.51% 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 SLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARS Wealth Advisors Group, LLC's position in ISHARES SILVER TR, 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

SLV was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2023 Q4

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

Time in book
Holding Window
2023 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 ARS Wealth Advisors Group, LLC held SLV — position size vs. price
% of Fund (quarterly)    SLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 13 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 88,866 +84,466 +1919.7% 0.51% $6.1M 2026-04-15 $71.84
2025 Q4 REDUCED 97.6% +5.8% 4,400 -175,213 -97.6% 0.03% $283K 2026-01-12 $77.23
2025 Q4 ADDED 179,613 +168,813 +1563.1% 1.04% $11.6M 2026-01-12 $77.23
2025 Q3 REDUCED 95.2% +55.8% 10,800 -213,969 -95.2% 0.05% $458K 2025-10-06 $44.06
2025 Q3 REDUCED 224,769 -3,325 -1.5% 0.94% $9.5M 2025-10-06 $44.06
2025 Q2 ADDED 228,094 +190,294 +503.4% 0.86% $7.5M 2025-07-10 $33.75
2025 Q2 REDUCED 83.2% +29.5% 37,800 -187,642 -83.2% 0.14% $1.2M 2025-07-10 $33.75
2025 Q1 REDUCED 225,442 -2,832 -1.2% 0.99% $7.0M 2025-04-14 $29.38
2024 Q4 ADDED 228,274 +3,856 +1.7% 0.83% $6.0M 2025-01-14 $27.20
2024 Q3 REDUCED 39.5% -7.0% 224,418 -146,585 -39.5% 0.78% $6.4M 2024-10-15 $28.71
2024 Q2 REDUCED 6.9% +6.9% 371,003 -27,469 -6.9% 1.28% $9.9M 2024-07-19 $26.69
2024 Q1 REDUCED 11.8% +18.0% 398,472 -53,249 -11.8% 1.22% $9.1M 2024-05-13 $25.80
2023 Q4 REDUCED 7.9% +5.0% 451,721 -38,695 -7.9% 1.46% $9.8M 2024-02-06 $20.51
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ARS Wealth Advisors Group, LLC and SLV

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

How long has ARS Wealth Advisors Group, LLC reported owning SLV?

ARS Wealth Advisors Group, LLC reported SLV across 13 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SLV position in ARS Wealth Advisors Group, LLC's portfolio?

The largest reported portfolio weight for SLV was 1.46% in 2023 Q4.

What is the latest reported SLV position on this page?

The most recent filing on this page is 2026 Q1, when ARS Wealth Advisors Group, LLC reported 88,866 shares, equal to 0.51% of portfolio, with an estimated market value of $6.1M.

What does the chart on this SLV ownership page compare?

The chart compares ARS Wealth Advisors Group, LLC's quarterly SLV 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.

How well did ARS Wealth Advisors Group, LLC time their SLV position?

Based on 13F filing dates vs. subsequent SLV price moves, ARS Wealth Advisors Group, LLC correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on SLV relative to SPY over the holding period was +24.7%.

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