Position in AG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$296,800
+$28,300 QoQ
Shares Held
17,500
+40.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#215
of 346 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AG Over Time
Shares Held
Position Value (USD)
Position in Silver
Basic Materials · as of Jun 30, 2026Morling Financial Advisors, LLC holds $296,800 across 1 Silver name. AG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AG |
First Majestic Silver Corp
This page
|
17,500 | $296,800 |
All Filings in AG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,800 | 17,500 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $268,500 | 12,500 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||