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Livermore
Livermore
ZHEN

Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

SLV holding history

iShares Silver Trust in every 13F filed by Lee Financial Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SLV overviewAll 13F holders of SLVFull Q2 2026 holdings

Shares (Q2 2026)
11,524
Value
$616.2K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of SLV by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,524$616.2K0.1%00.0%UnchangedHolders
Q1 202611,524$785.2K0.1%+2,395+26.2%AddedHolders
Q4 20259,129$588.1K0.1%+88+1.0%AddedHolders
Q3 20259,041$383.1K<0.1%+1,601+21.5%AddedHolders
Q2 20257,440$244.1K<0.1%00.0%UnchangedHolders
Q1 20257,440$230.6K<0.1%+7,440NewHolders
Q4 20240$00.0%−7,440−100.0%Sold outHolders
Q3 20247,440$211.4K<0.1%+7,440NewHolders
Q1 20240$00.0%−7,540−100.0%Sold outHolders
Q4 20237,540$164.2K<0.1%−922−10.9%ReducedHolders
Q3 20238,462$172.1K<0.1%+10+0.1%AddedHolders
Q2 20238,452$176.6K<0.1%+60+0.7%AddedHolders
Q1 20238,392$185.6K<0.1%−1,100−11.6%ReducedHolders
Q4 20229,492$209.0K<0.1%00.0%UnchangedHolders
Q3 20229,492$166.0K<0.1%+2,180+29.8%AddedHolders
Q2 20227,312$136.0K<0.1%00.0%UnchangedHolders
Q1 20227,312$167.0K<0.1%−12−0.2%ReducedHolders
Q4 20217,324$158.0K<0.1%−3,340−31.3%ReducedHolders
Q3 202110,664$219.0K<0.1%00.0%UnchangedHolders
Q2 202110,664$258.0K0.1%+1,065+11.1%AddedHolders
Q1 20219,599$218.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.