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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

SLV holding history

iShares Silver Trust in every 13F filed by JFS Wealth Advisors, LLC, 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)
4,200
Value
$224.6K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of SLV by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,200$224.6K<0.1%+527+14.3%AddedHolders
Q1 20263,673$250.3K<0.1%00.0%UnchangedHolders
Q4 20253,673$236.6K<0.1%00.0%UnchangedHolders
Q3 20253,673$155.6K<0.1%00.0%UnchangedHolders
Q2 20253,673$120.5K<0.1%00.0%UnchangedHolders
Q1 20253,673$113.8K<0.1%−370−9.2%ReducedHolders
Q4 20244,043$106.5K<0.1%00.0%UnchangedHolders
Q3 20244,043$114.9K<0.1%−380−8.6%ReducedHolders
Q2 20244,423$117.5K<0.1%+380+9.4%AddedHolders
Q1 20244,043$92.0K<0.1%+370+10.1%AddedHolders
Q4 20233,673$80.0K<0.1%00.0%UnchangedHolders
Q3 20233,673$74.7K<0.1%00.0%UnchangedHolders
Q2 20233,673$76.7K<0.1%+3,673NewHolders
Q4 20220$00.0%−246−100.0%Sold outHolders
Q3 2022246$4.00K<0.1%00.0%UnchangedHolders
Q2 2022246$5.00K<0.1%00.0%UnchangedHolders
Q1 2022246$6.00K<0.1%00.0%UnchangedHolders
Q4 2021246$5.00K<0.1%00.0%UnchangedHolders
Q3 2021246$5.00K<0.1%+246NewHolders
Q2 20210$00.0%−70−100.0%Sold outHolders
Q1 202170$2.00K<0.1%––Holders

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