SILVERLAKE WEALTH MANAGEMENT LLC CMTV β€” COMMUNITY BANCORP INC VT

Ownership history in SILVERLAKE WEALTH MANAGEMENT LLC  Β·  1 quarter on record

AI Ownership Summary

SILVERLAKE WEALTH MANAGEMENT LLC reported COMMUNITY BANCORP INC VT (CMTV) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.41% in 2026 Q1. The latest visible filing shows CMTV at 0.41% 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 CMTV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVERLAKE WEALTH MANAGEMENT LLC's position in COMMUNITY BANCORP INC VT, 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 Q1

CMTV was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 SILVERLAKE WEALTH MANAGEMENT LLC held CMTV β€” position size vs. price
% of Fund (quarterly)    CMTV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 62,678 β€” β€” 0.41% $1.9M 2026-04-15 $35.59

🏒 Other funds also holding CMTV

As of 2026 Q1 β€” sorted by position size

Hanson & Doremus Investment Management 3Y 7Y 0.05% Kestra Advisory Services, LLC 3Y 0.0%

FAQ About SILVERLAKE WEALTH MANAGEMENT LLC and CMTV

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

How long has SILVERLAKE WEALTH MANAGEMENT LLC reported owning CMTV?

SILVERLAKE WEALTH MANAGEMENT LLC reported CMTV across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported CMTV position in SILVERLAKE WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for CMTV was 0.41% in 2026 Q1.

What is the latest reported CMTV position on this page?

The most recent filing on this page is 2026 Q1, when SILVERLAKE WEALTH MANAGEMENT LLC reported 62,678 shares, equal to 0.41% of portfolio, with an estimated market value of $1.9M.

What does the chart on this CMTV ownership page compare?

The chart compares SILVERLAKE WEALTH MANAGEMENT LLC's quarterly CMTV 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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