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Perfromance Wealth Partners, LLC

SEC CIK
0001908765
Latest filing
Aug 7, 2026

SLV holding history

iShares Silver Trust in every 13F filed by Perfromance Wealth Partners, 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)
12,977
Value
$693.9K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of SLV by Perfromance Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,977$693.9K<0.1%−77−0.6%ReducedHolders
Q1 202613,054$889.5K<0.1%+957+7.9%AddedHolders
Q4 202512,097$779.3K<0.1%+17+0.1%AddedHolders
Q3 202512,080$511.8K<0.1%00.0%UnchangedHolders
Q2 202512,080$396.3K<0.1%00.0%UnchangedHolders
Q1 202512,080$374.4K<0.1%00.0%UnchangedHolders
Q4 202412,080$318.1K<0.1%00.0%UnchangedHolders
Q3 202412,080$343.2K<0.1%+544+4.7%AddedHolders
Q2 202411,536$306.5K<0.1%00.0%UnchangedHolders
Q1 202411,536$262.4K<0.1%+11,536NewHolders