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Barnes Dennig Private Wealth Management LLC: SLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barnes Dennig Private Wealth Management LLC on SLV, newest first. How the timeline and the estimate are built.

Barnes Dennig Private Wealth Management LLC held 56,796 SLV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,796 shares
    Change vs previous 13F -4,526 shares

    2.43% of the 13F portfolio, value $3,036,882.

    13F-HR 0002058270-26-000003 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 61,322 shares
    Change vs previous 13F -6,563 shares

    4.14% of the 13F portfolio, value $4,178,481.

    13F-HR 0002058270-26-000002 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 67,885 shares
    Change vs previous 13F -6,465 shares

    4.39% of the 13F portfolio, value $4,373,152.

    13F-HR 0002058270-26-000001 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 74,350 shares
    Change vs previous 13F -14,359 shares

    3.38% of the 13F portfolio, value $3,150,210.

    13F-HR 0002058270-25-000005 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 88,709 shares
    Change vs previous 13F -3,916 shares

    3.49% of the 13F portfolio, value $2,910,542.

    13F-HR 0002058270-25-000003 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 92,625 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $2,870,449.

    13F-HR 0002058270-25-000002 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).