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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

SLV holding history

iShares Silver Trust in every 13F filed by Segment Wealth Management, 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)
10,980
Value
$587.1K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of SLV by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,980$587.1K<0.1%00.0%UnchangedHolders
Q1 202610,980$748.2K<0.1%+380+3.6%AddedHolders
Q4 202510,600$682.9K<0.1%00.0%UnchangedHolders
Q3 202510,600$449.1K<0.1%00.0%UnchangedHolders
Q2 202510,600$347.8K<0.1%00.0%UnchangedHolders
Q1 202510,600$328.5K<0.1%00.0%UnchangedHolders
Q4 202410,600$279.1K<0.1%00.0%UnchangedHolders
Q3 202410,600$301.1K<0.1%00.0%UnchangedHolders
Q2 202410,600$281.6K<0.1%00.0%UnchangedHolders
Q1 202410,600$241.2K<0.1%00.0%UnchangedHolders
Q4 202310,600$230.9K<0.1%00.0%UnchangedHolders
Q3 202310,600$215.6K<0.1%00.0%UnchangedHolders
Q2 202310,600$221.4K<0.1%00.0%UnchangedHolders
Q1 202310,600$234.5K<0.1%00.0%UnchangedHolders
Q4 202210,600$233.4K<0.1%00.0%UnchangedHolders
Q3 202210,600$186.0K<0.1%00.0%UnchangedHolders
Q2 202210,600$198.0K<0.1%00.0%UnchangedHolders
Q1 202210,600$243.0K<0.1%+10,600NewHolders