Kovack Advisors, Inc. SLV ISHARES SILVER TRUST ISHARES

Ownership history in Kovack Advisors, Inc.  ·  31 quarters on record

AI Ownership Summary

Kovack Advisors, Inc. reported ISHARES SILVER TRUST ISHARES (SLV) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.51% in 2025 Q4. The latest visible filing shows SLV at 2.51% 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 Kovack Advisors, Inc.'s position in ISHARES SILVER TRUST ISHARES, 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 2.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.51% 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.

How Kovack Advisors, Inc. 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 526,655 +475,963 +938.9% 2.51% $32.8M 2026-02-14 (Est.) $69.72
2025 Q3 ADDED 50,692 +19,325 +61.6% 0.20% $2.1M 2025-11-10 $45.79
2025 Q2 REDUCED 31,367 -298 -0.9% 0.10% $1.0M 2025-08-04 $33.98
2025 Q1 REDUCED 6.1% +5.9% 31,665 -2,073 -6.1% 0.10% $981K 2025-05-06 $30.22
2024 Q4 REDUCED 20.3% +17.7% 33,738 -8,580 -20.3% 0.09% $888K 2025-02-05 $29.35
2024 Q3 ADDED 42,318 +14,733 +53.4% 0.13% $1.2M 2024-11-05 $29.75
2024 Q2 ADDED 27,585 +1,250 +4.7% 0.08% $733K 2024-08-05 $24.86
2024 Q1 REDUCED 16.6% +18.0% 26,335 -5,242 -16.6% 0.07% $599K 2024-04-19 $26.20
2023 Q4 REDUCED 31,577 -1,418 -4.3% 0.08% $688K 2024-02-02 $20.75
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kovack Advisors, 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 Kovack Advisors, Inc. reported owning SLV?

Kovack Advisors, Inc. reported SLV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SLV position in Kovack Advisors, Inc.'s portfolio?

The largest reported portfolio weight for SLV was 2.51% in 2025 Q4.

What is the latest reported SLV position on this page?

The most recent filing on this page is 2025 Q4, when Kovack Advisors, Inc. reported 526,655 shares, equal to 2.51% of portfolio, with an estimated market value of $32.8M.

What does the chart on this SLV ownership page compare?

The chart compares Kovack Advisors, 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.

How well did Kovack Advisors, Inc. time their SLV position?

Based on 13F filing dates vs. subsequent SLV price moves, Kovack Advisors, Inc. correctly timed 12 out of 30 reported position changes (40%). The annualised alpha on SLV relative to SPY over the holding period was +4.4%.

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