SLV — ISHARES SILVER TR

Ownership history in Summit Wealth Partners, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in ISHARES SILVER TR (SLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.31% (2025 Q3)
Avg. % of fund
0.22%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 39,939 +16,960 +73.8% 0.31% $1.7M $42.37
2025 Q2 INITIATED 22,979 — — 0.14% $754K $32.81
% of Fund (quarterly)    SLV price (monthly, adj. close)

Other funds also holding SLV

As of 2025 Q4 — sorted by position size

Price Capital Management, Inc. 3Y 7Y 53.57% NORTHEAST PLANNING ASSOCIATES, INC. / NH / 20.7% Walser Wealth Management Company, A Ltd Liability Co 19.24% Corecam Pte. Ltd. 14.17% Fore Capital, LLC 3Y 7Y 12.53% Symmetry Investments LP 3Y 10.69% Forest Hill Capital, LLC 3Y 7Y 10.28% Briaud Financial Planning, Inc 3Y 9.95% Cadence Wealth Management LLC 3Y 9.83% MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 9.0%
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