Skip to main content
Livermore
Livermore
ZHEN

Silverlake Wealth Management LLC

SEC CIK
0001966026
Latest filing
Aug 6, 2026

NIE holding history

Virtus Equity & Convertible Income Fund 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.

NIE overviewAll 13F holders of NIEFull Q2 2026 holdings

Shares (Q2 2026)
8,163
Value
$219.3K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2021
Holdings of NIE by Silverlake Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,163$219.3K<0.1%+8,163NewHolders
Q1 20260$00.0%−8,163−100.0%Sold outHolders
Q4 20258,163$203.4K<0.1%00.0%UnchangedHolders
Q3 20258,163$205.0K0.1%+8,163NewHolders
Q1 20250$00.0%−8,163−100.0%Sold outHolders
Q4 20248,163$201.3K0.1%+8,163NewHolders
Q3 20240$00.0%−9,313−100.0%Sold outHolders
Q2 20249,313$216.4K0.1%00.0%UnchangedHolders
Q1 20249,313$208.5K0.1%+9,313NewHolders
Q4 20220$00.0%−9,890−100.0%Sold outHolders
Q3 20229,890$200.9K0.1%00.0%UnchangedHolders
Q2 20229,890$205.2K0.1%00.0%UnchangedHolders
Q1 20229,890$268.4K0.2%00.0%UnchangedHolders
Q4 20219,890$298.1K0.2%–No prior filingHolders