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Rooted Wealth Advisors, Inc.: SLV position timeline

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

Rooted Wealth Advisors, Inc. held 28,645 SLV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,645 shares
    Change vs previous 13F +3,536 shares

    0.37% of the 13F portfolio, value $1,531,648.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 25,109 shares
    Change vs previous 13F +3,398 shares

    0.48% of the 13F portfolio, value $1,811,614.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 21,711 shares
    Change vs previous 13F -5,873 shares

    0.48% of the 13F portfolio, value $1,719,077.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 27,584 shares
    Change vs previous 13F -790 shares

    0.37% of the 13F portfolio, value $1,200,456.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    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 28,374 shares
    Change vs previous 13F +1,486 shares

    0.34% of the 13F portfolio, value $993,941.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 26,888 shares
    Change vs previous 13F -790 shares

    0.31% of the 13F portfolio, value $728,127.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    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 27,678 shares
    Change vs previous 13F -3,699 shares

    0.3% of the 13F portfolio, value $756,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
    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 31,377 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $908,000.

    13F-HR 0001963732-24-000011 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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