RICHARDS, MERRILL & PETERSON, INC. SLV — ISHARES SILVER TR

Ownership history in RICHARDS, MERRILL & PETERSON, INC.  ·  3 quarters on record

AI Ownership Summary

RICHARDS, MERRILL & PETERSON, INC. reported ISHARES SILVER TR (SLV) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.12% in 2025 Q4. The latest visible filing shows SLV at 0.12% 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 RICHARDS, MERRILL & PETERSON, 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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% 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
2024 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 RICHARDS, MERRILL & PETERSON, INC. fund profile RICHARDS, MERRILL & PETERSON, INC. full holdings
How RICHARDS, MERRILL & PETERSON, 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 4,810 +3,960 +465.9% 0.12% $310K 2026-01-27 $101.59
2025 Q1 UNCHANGED — — — 850 — 0% 0.01% $26K 2025-05-07 $29.49
2024 Q4 INITIATED — — — 850 — — 0.01% $22K 2025-02-13 $29.46

🏢 Other funds also holding SLV

As of 2026 Q1 — sorted by position size

NORTHEAST PLANNING ASSOCIATES, INC. / NH / 20.62% Dai-ichi Life International Holdings LLC 17.27% Walser Wealth Management Company, A Ltd Liability Co 12.47% MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 10.27% Forest Hill Capital, LLC 3Y 7Y 9.49% Verde Servicos Internacionais S.A. 3Y 7Y 9.47% Cadence Wealth Management LLC 3Y 8.88% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 7.28% TCM Advisors, LLC 3Y 7.23% Ariadne Wealth Management, LP 6.6%

FAQ About RICHARDS, MERRILL & PETERSON, 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 RICHARDS, MERRILL & PETERSON, INC. reported owning SLV?

RICHARDS, MERRILL & PETERSON, INC. reported SLV across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SLV position in RICHARDS, MERRILL & PETERSON, INC.'s portfolio?

The largest reported portfolio weight for SLV was 0.12% in 2025 Q4.

What is the latest reported SLV position on this page?

The most recent filing on this page is 2025 Q4, when RICHARDS, MERRILL & PETERSON, INC. reported 4,810 shares, equal to 0.12% of portfolio, with an estimated market value of $310K.

What does the chart on this SLV ownership page compare?

The chart compares RICHARDS, MERRILL & PETERSON, 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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