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Discipline Wealth Solutions, LLC

SEC CIK
0002010507
Latest filing
Jul 21, 2026

SLV holding history

iShares Silver Trust in every 13F filed by Discipline Wealth Solutions, 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)
37,750
Value
$2.02M
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of SLV by Discipline Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,750$2.02M0.2%+2,772+7.9%AddedHolders
Q1 202634,978$2.38M0.3%−5,233−13.0%ReducedHolders
Q4 202540,211$2.59M0.5%+1,055+2.7%AddedHolders
Q3 202539,156$1.66M0.4%−827−2.1%ReducedHolders
Q2 202539,983$1.31M0.5%+5,426+15.7%AddedHolders
Q1 202534,557$1.07M0.5%+21,949+174.1%AddedHolders
Q4 202412,608$332.0K0.2%+12,608NewHolders