SLV β€” ISHARES SILVER TR

Ownership history in Williams & Novak, LLC  Β·  9 quarters on record

AI Ownership Summary

Williams & Novak, LLC reported ISHARES SILVER TR (SLV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.18% in 2025 Q4. The latest visible filing shows SLV at 3.18% 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 Williams & Novak, LLC'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 3.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.18% 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 Williams & Novak, LLC held SLV β€” position size vs. price
% of Fund (quarterly)    SLV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 65,560 -3,259 -4.7% 3.18% $4.2M 2026-02-14 (Est.) $69.72
2025 Q3 REDUCED 68,819 -1,430 -2.0% 2.24% $2.9M 2025-10-30 $44.34
2025 Q2 REDUCED 70,249 -1,450 -2.0% 1.96% $2.3M 2025-07-24 $35.49
2025 Q1 REDUCED 71,699 -9,060 -11.2% 2.15% $2.2M 2025-05-15 $29.61
2024 Q4 REDUCED 80,759 -569 -0.7% 2.05% $2.1M 2025-01-23 $27.77
2024 Q3 REDUCED 81,328 -10,351 -11.3% 2.16% $2.3M 2024-10-07 $28.93
2024 Q2 ADDED 91,679 +8,110 +9.7% 2.27% $2.4M 2024-07-12 $28.12
2024 Q1 UNCHANGED 83,569 β€” 0% 2.07% $1.8M 2024-04-16 $25.80
2023 Q4 INITIATED 83,569 β€” β€” 2.07% $1.8M 2024-01-26 $20.86

FAQ About Williams & Novak, LLC and SLV

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

How long has Williams & Novak, LLC reported owning SLV?

Williams & Novak, LLC reported SLV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SLV position in Williams & Novak, LLC's portfolio?

The largest reported portfolio weight for SLV was 3.18% in 2025 Q4.

What is the latest reported SLV position on this page?

The most recent filing on this page is 2025 Q4, when Williams & Novak, LLC reported 65,560 shares, equal to 3.18% of portfolio, with an estimated market value of $4.2M.

What does the chart on this SLV ownership page compare?

The chart compares Williams & Novak, LLC'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.

← Back to Williams & Novak, LLC Holdings