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Global Wealth Management, LLC: SIVR position timeline

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

Global Wealth Management, LLC held 76,701 SIVR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,701 shares
    Change vs previous 13F -340 shares

    2.2% of the 13F portfolio, value $4,312,130.

    13F-HR 0002039738-26-000003 filed by Global 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 77,041 shares
    Change vs previous 13F +750 shares

    3.01% of the 13F portfolio, value $5,516,906.

    13F-HR 0002039738-26-000002 filed by Global 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 76,291 shares
    Change vs previous 13F +48,388 shares

    2.78% of the 13F portfolio, value $5,160,323.

    13F-HR 0002039738-26-000001 filed by Global 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 27,903 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,241,125.

    13F-HR 0002039738-25-000008 filed by Global 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 27,903 shares
    Change vs previous 13F +862 shares

    0.56% of the 13F portfolio, value $1,014,274.

    13F-HR 0002039738-25-000003 filed by Global 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 27,041 shares
    Change vs previous 13F +988 shares

    0.51% of the 13F portfolio, value $879,103.

    13F-HR 0002039738-25-000002 filed by Global Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 26,053 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $718,281.

    13F-HR 0002039738-25-000001 filed by Global Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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