SLV β€” ISHARES SILVER TR

Ownership history in Chicago Wealth Management, Inc.  Β·  9 quarters on record

AI Ownership Summary

Chicago Wealth Management, Inc. reported ISHARES SILVER TR (SLV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.77% in 2025 Q4. The latest visible filing shows SLV at 7.77% 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 Chicago Wealth Management, Inc.'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
2025 Q4

SLV was reported at 7.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.77% in 2025 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 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.

SLV stock page Chicago Wealth Management, Inc. fund profile Chicago Wealth Management, Inc. full holdings
How Chicago Wealth Management, Inc. held SLV β€” position size vs. price
% of Fund (quarterly)    SLV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 300,384 -3,848 -1.3% 7.77% $19.3M 2026-02-14 (Est.) $69.72
2025 Q3 REDUCED 304,232 -1,439 -0.5% 5.62% $12.9M 2025-11-13 $47.42
2025 Q2 REDUCED 305,671 -3,429 -1.1% 4.78% $10.0M 2025-08-14 $34.50
2025 Q1 ADDED 309,100 +293,816 +1922.4% 5.02% $9.6M 2025-05-14 $29.25
2024 Q4 REDUCED 15,284 -126,048 -89.2% 0.21% $402K 2025-02-10 $29.20
2024 Q3 ADDED 141,332 +6,862 +5.1% 2.14% $4.0M 2024-11-12 $28.07
2024 Q2 ADDED 134,470 +118,775 +756.8% 2.05% $3.6M 2024-08-15 $25.86
2023 Q4 REDUCED 15,695 -219,242 -93.3% 0.23% $342K 2024-02-14 $20.44
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SLV

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 0.13% Marex Group plc 0.1% BURKETT FINANCIAL SERVICES, LLC 0.02% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Chicago Wealth Management, Inc. and SLV

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

How long has Chicago Wealth Management, Inc. reported owning SLV?

Chicago Wealth Management, Inc. reported SLV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SLV position in Chicago Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for SLV was 7.77% in 2025 Q4.

What is the latest reported SLV position on this page?

The most recent filing on this page is 2025 Q4, when Chicago Wealth Management, Inc. reported 300,384 shares, equal to 7.77% of portfolio, with an estimated market value of $19.3M.

What does the chart on this SLV ownership page compare?

The chart compares Chicago Wealth Management, Inc.'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.

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