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Lee, Kelleher & Klein Wealth Management: SLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee, Kelleher & Klein Wealth Management on SLV, newest first. How the timeline and the estimate are built.

Lee, Kelleher & Klein Wealth Management held 3,955 SLV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,955 shares
    Change vs previous 13F -19 shares

    0.11% of the 13F portfolio, value $215,587.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,974 shares
    Change vs previous 13F -5 shares

    0.11% of the 13F portfolio, value $212,490.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,979 shares
    Change vs previous 13F -16 shares

    0.16% of the 13F portfolio, value $271,129.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,995 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $257,358.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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