Sharp Wealth Advisory, LLC: PSLV position timeline

Sharp Wealth Advisory, LLC held 13,700 PSLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 13,700 shares

   Change vs previous 13F +1,000 shares

   0.12% of the 13F portfolio, value $258,519.

   13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 12,700 shares

   Change vs previous 13F -4,000 shares

   0.15% of the 13F portfolio, value $309,753.

   13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 16,700 shares

   Change vs previous 13F +16,700 shares

   0.2% of the 13F portfolio, value $394,955.

   13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -12,000 shares

   13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 12,000 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $146,880.

   13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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