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WT Wealth Management: SIVR position timeline

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

WT Wealth Management held 50,827 SIVR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,827 shares
    Change vs previous 13F -1,208 shares

    0.79% of the 13F portfolio, value $2,857,486.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 52,035 shares
    Change vs previous 13F -7,924 shares

    1.11% of the 13F portfolio, value $3,726,205.

    13F-HR 0001780507-26-000003 filed by WT 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 ended2025-12-31
    13F 59,959 shares
    Change vs previous 13F -14,651 shares

    1.17% of the 13F portfolio, value $4,055,627.

    13F-HR 0001780507-26-000001 filed by WT 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 ended2025-09-30
    13F 74,610 shares
    Change vs previous 13F +10,019 shares

    0.96% of the 13F portfolio, value $3,318,653.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 64,591 shares
    Change vs previous 13F +7,538 shares

    0.66% of the 13F portfolio, value $2,222,576.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 57,053 shares
    Change vs previous 13F +9,270 shares

    0.6% of the 13F portfolio, value $1,854,793.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 47,783 shares
    Change vs previous 13F +24,863 shares

    0.41% of the 13F portfolio, value $1,317,377.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    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 22,920 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $736,190.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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