Hillcrest Wealth Advisors - NY, LLC
- SEC CIK
- 0001767121
- Latest filing
- Jul 21, 2026
SLV holding history
iShares Silver Trust in every 13F filed by Hillcrest Wealth Advisors - NY, 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)
- 38,365
- Value
- $2.05M
- % of portfolio
- 0.7%
- Quarters held
- 6
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 38,365 | $2.05M | 0.7% | +34,265+835.7% | Added | Holders |
| Q1 2026 | 4,100 | $279.4K | 0.1% | +4,100 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −39,450−100.0% | Sold out | Holders |
| Q3 2022 | 39,450 | $690.0K | 0.4% | +6,650+20.3% | Added | Holders |
| Q2 2022 | 32,800 | $611.0K | 0.4% | +32,800 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −25,050−100.0% | Sold out | Holders |
| Q4 2021 | 25,050 | $539.0K | 0.3% | +4,950+24.6% | Added | Holders |
| Q3 2021 | 20,100 | $412.0K | 0.2% | +20,100 | New | Holders |