Econ Financial Services Corp SLV — ISHARES SILVER TRUST ETF IV

Ownership history in Econ Financial Services Corp  ·  5 quarters on record

AI Ownership Summary

Econ Financial Services Corp reported ISHARES SILVER TRUST ETF IV (SLV) in 5 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 1.42% in 2026 Q3. The latest visible filing shows SLV at 1.42% 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 Econ Financial Services Corp's position in ISHARES SILVER TRUST ETF IV, 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 Q3

SLV was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.42% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 Econ Financial Services Corp fund profile Econ Financial Services Corp full holdings
How Econ Financial Services Corp 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 62,421 -9,357 -13.0% 1.42% $3.4M 2026-10-19 $51.54
2024 Q3 ADDED — — — 71,778 +77 +0.1% 1.14% $2.0M 2024-10-18 $30.64
2024 Q2 REDUCED — — — 71,701 -366 -0.5% 1.18% $1.9M 2024-08-12 $25.49
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SLV

As of 2026 Q3 — sorted by position size

Verde Servicos Internacionais S.A. 3Y 7Y 10.85% Walser Wealth Management Company, A Ltd Liability Co 6.13% RIA Advisory Group LLC 3Y 4.4% Briaud Financial Planning Inc 3Y 4.09% Corecam Pte. Ltd. 3.96% Carrhae Capital LLP 3.85% TSP Capital Management Group, LLC 3Y 7Y 3.62% Sugar Maple Asset Management, LLC 3.53% Innovative Advisory Group, LLC 3.5% Praxis Capital Management LLC 3.06%

FAQ About Econ Financial Services Corp and SLV

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

How long has Econ Financial Services Corp reported owning SLV?

Econ Financial Services Corp reported SLV across 3 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported SLV position in Econ Financial Services Corp's portfolio?

The largest reported portfolio weight for SLV was 1.42% in 2026 Q3.

What is the latest reported SLV position on this page?

The most recent filing on this page is 2026 Q3, when Econ Financial Services Corp reported 62,421 shares, equal to 1.42% of portfolio, with an estimated market value of $3.4M.

What does the chart on this SLV ownership page compare?

The chart compares Econ Financial Services Corp'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 Econ Financial Services Corp time their SLV position?

Based on 13F filing dates vs. subsequent SLV price moves, Econ Financial Services Corp correctly timed 2 out of 4 reported position changes (50%).

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