SLV β€” ISHARES SILVER TR

Ownership history in Kiker Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Kiker Wealth Management, LLC reported ISHARES SILVER TR (SLV) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 2.43% in 2024 Q4. The latest visible filing shows SLV at 2.25% 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 SLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kiker Wealth Management, 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
2025 Q3

SLV was reported at 2.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.43% 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 2025 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.

How Kiker Wealth Management, LLC held SLV β€” position size vs. price
% of Fund (quarterly)    SLV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 105,181 -3,801 -3.5% 2.25% $4.5M 2025-10-27 $42.40
2025 Q2 REDUCED 108,982 -317 -0.3% 2.02% $3.6M 2025-07-28 $34.64
2025 Q1 REDUCED 109,299 -4,737 -4.2% 2.31% $3.4M 2025-05-15 $29.61
2024 Q4 INITIATED 114,036 β€” β€” 2.43% $3.0M 2025-02-11 $29.00

FAQ About Kiker Wealth Management, 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 Kiker Wealth Management, LLC reported owning SLV?

Kiker Wealth Management, LLC reported SLV across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SLV position in Kiker Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SLV was 2.43% in 2024 Q4.

What is the latest reported SLV position on this page?

The most recent filing on this page is 2025 Q3, when Kiker Wealth Management, LLC reported 105,181 shares, equal to 2.25% of portfolio, with an estimated market value of $4.5M.

What does the chart on this SLV ownership page compare?

The chart compares Kiker Wealth Management, 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.

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