Skip to main content

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

PSLV holding history

Sprott Physical Silver Trust in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSLV overviewAll 13F holders of PSLVFull Q2 2026 holdings

Shares (Q2 2026)
17,497
Value
$330.2K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2023
Holdings of PSLV by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,497$330.2K<0.1%+3,722+27.0%AddedHolders
Q1 202613,775$336.0K<0.1%−4,550−24.8%ReducedHolders
Q4 202518,325$433.4K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202520,325$248.8K<0.1%+450+2.3%AddedHolders
Q1 202519,875$230.6K<0.1%00.0%UnchangedHolders
Q4 202419,875$191.8K<0.1%−566−2.8%ReducedHolders
Q3 202420,441$213.6K<0.1%+20,441NewHolders
Q4 20230$00.0%−15,329−100.0%Sold outHolders
Q3 202315,329$116.2K<0.1%+1,520+11.0%AddedHolders
Q2 202313,809$119.4K<0.1%+13,809NewHolders