iShares Silver Trust shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares Silver Trust (SLV) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares Silver Trust
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Quarterly reported holdings in iShares Silver Trust by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $143k | 3.4k | 42.37 |
| 2025-06-30 | $111k | 3.4k | 32.81 |
| 2025-03-31 | $105k | 3.4k | 30.99 |
| 2024-12-31 | $89k | 3.4k | 26.33 |
| 2024-09-30 | $115k | 4.0k | 28.41 |
| 2024-06-30 | $90k | 3.4k | 26.57 |
| 2024-03-31 | $77k | 3.4k | 22.75 |
| 2023-12-31 | $74k | 3.4k | 21.78 |
| 2023-09-30 | $69k | 3.4k | 20.34 |
| 2023-06-30 | $71k | 3.4k | 20.89 |
| 2023-03-31 | $75k | 3.4k | 22.12 |
| 2022-12-31 | $75k | 3.4k | 22.02 |
| 2022-09-30 | $59k | 3.4k | 17.50 |
| 2022-06-30 | $63k | 3.4k | 18.63 |
| 2022-03-31 | $77k | 3.4k | 22.77 |
| 2021-12-31 | $73k | 3.4k | 21.51 |
| 2021-09-30 | $69k | 3.4k | 20.52 |
| 2021-06-30 | $82k | 3.4k | 24.22 |
| 2021-03-31 | $77k | 3.4k | 22.70 |
| 2020-12-31 | $83k | 3.4k | 24.54 |
| 2020-09-30 | $73k | 3.4k | 21.64 |
| 2020-06-30 | $51k | 699k | 0.07 |
| 2020-03-31 | $39k | 3.0k | 13.05 |
| 2019-12-31 | $50k | 3.0k | 16.68 |
| 2019-09-30 | $47k | 3.0k | 15.67 |
| 2019-06-30 | $43k | 3.0k | 14.33 |
| 2019-03-31 | $43k | 3.0k | 14.18 |
| 2018-12-31 | $43k | 3.0k | 14.33 |
| 2018-09-30 | $41k | 3.0k | 13.67 |