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Livermore
Livermore
ZHEN

Silverlake Wealth Management LLC

SEC CIK
0001966026
Latest filing
Aug 6, 2026

BMO holding history

Bank of Montreal in every 13F filed by Silverlake Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overviewAll 13F holders of BMOFull Q2 2026 holdings

Shares (Q2 2026)
3,875
Value
$684.6K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of BMO by Silverlake Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,875$684.6K0.1%−145−3.6%ReducedHolders
Q1 20264,020$544.0K0.1%+6+0.1%AddedHolders
Q4 20254,014$521.0K0.1%+6+0.1%AddedHolders
Q3 20254,008$522.0K0.1%+7+0.2%AddedHolders
Q2 20254,001$442.7K0.1%−446−10.0%ReducedHolders
Q1 20254,447$424.8K0.2%+4+0.1%AddedHolders
Q4 20244,443$431.2K0.2%+5+0.1%AddedHolders
Q3 20244,438$400.3K0.2%+6+0.1%AddedHolders
Q2 20244,432$371.7K0.2%+5+0.1%AddedHolders
Q1 20244,427$432.5K0.2%−595−11.8%ReducedHolders
Q4 20235,022$496.9K0.3%+580+13.1%AddedHolders
Q3 20234,442$374.8K0.2%+5+0.1%AddedHolders
Q2 20234,437$400.7K0.2%+205+4.8%AddedHolders
Q1 20234,232$377.1K0.2%+527+14.2%AddedHolders
Q4 20223,705$335.6K0.2%00.0%UnchangedHolders
Q3 20223,705$324.7K0.2%+158+4.5%AddedHolders
Q2 20223,547$341.1K0.2%+2+0.1%AddedHolders
Q1 20223,545$418.2K0.2%+28+0.8%AddedHolders
Q4 20213,517$378.8K0.2%–No prior filingHolders