Ownership history in Kovack Advisors, Inc. Β· 31 quarters on record
This page tracks every 13F SEC filing in which Kovack Advisors, Inc. reported a position in ISHARES SILVER TRUST ISHARES (SLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Kovack Advisors, Inc. outperformed the S&P 500 by +9.0% annually on this SLV position. Timing score: 52% (15/29 decisions correct). Average cost basis: $56.10. Maximum drawdown during holding period: β28.8%.
π₯ Exceptional β beat the S&P 500 by 9.0% per year on this position.
29 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 29 add/trim decisions correct
Best entry: $15.15 (2018 Q2) Β· Worst: $64.42 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
16 adds Β· 15 trims. Bought during 3 of 9 down-price quarters. π More buys than sells across the holding period.
π Kovack Advisors, Inc. has been actively increasing its SLV allocation β a bullish signal from insiders.
Currently 2.51% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size