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Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

SLV holding history

iShares Silver Trust in every 13F filed by Summit 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2025
Holdings of SLV by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−39,939−100.0%Sold outHolders
Q3 202539,939$1.69M0.3%+16,960+73.8%AddedHolders
Q2 202522,979$753.9K0.1%+22,979NewHolders