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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

SLV holding history

iShares Silver Trust in every 13F filed by Plan Group Financial, 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)
33,630
Value
$1.80M
% of portfolio
0.4%
Quarters held
4
Since Q3 2025
Holdings of SLV by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,630$1.80M0.4%−31,784−48.6%ReducedHolders
Q1 202665,414$4.46M1.0%−3,337−4.9%ReducedHolders
Q4 202568,751$4.43M1.1%+7,839+12.9%AddedHolders
Q3 202560,912$2.58M0.7%+60,912NewHolders