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National Wealth Management Group, LLC: SLV position timeline

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

National Wealth Management Group, LLC held 46,633 SLV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,633 shares
    Change vs previous 13F -2,285 shares

    0.77% of the 13F portfolio, value $2,493,484.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 48,918 shares
    Change vs previous 13F -15,130 shares

    1.24% of the 13F portfolio, value $3,333,295.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 64,048 shares
    Change vs previous 13F -20,645 shares

    1.43% of the 13F portfolio, value $4,125,993.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 84,693 shares
    Change vs previous 13F +72,333 shares

    1.35% of the 13F portfolio, value $3,588,456.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 12,360 shares
    Change vs previous 13F -855 shares

    0.23% of the 13F portfolio, value $405,532.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 13,215 shares
    Change vs previous 13F -4,456 shares

    0.27% of the 13F portfolio, value $409,533.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 17,671 shares
    Change vs previous 13F -3,855 shares

    0.31% of the 13F portfolio, value $465,277.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,526 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $611,554.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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