EverSource Wealth Advisors, LLC
Position in PSLV — Sprott Physical Silver Trust
CIK 1710537
BIRMINGHAM, AL
Position in PSLV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,341,869
+$465,013 QoQ
Shares Held
137,018
+12.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PSLV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $65,897,485 across 133 Asset Management names. PSLV ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
260,401 | $29,013,874 | |
| 2 | KKR |
KKR & Co. Inc.
|
115,809 | $10,712,330 | |
| 3 | BX |
Blackstone Inc.
|
62,997 | $7,244,019 | |
| 4 | PSLV |
Sprott Physical Silver Trust
This page
|
137,018 | $3,341,869 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
65,201 | $2,310,723 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
29,133 | $1,390,226 | |
| 7 | BLK |
BlackRock, Inc.
|
1,326 | $1,275,221 | |
| 8 | AMP |
Ameriprise Financial Inc
|
2,308 | $1,025,670 |
All Filings in PSLV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,341,869 | 137,018 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,876,856 | 121,643 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,194,613 | 76,090 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $540,714 | 44,176 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $46,724 | 4,028 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $38,870 | 4,028 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $42,092 | 4,028 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $39,998 | 4,028 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $33,392 | 4,028 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $32,546 | 4,028 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $30,532 | 4,028 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $31,378 | 4,028 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $33,593 | 4,028 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $33,190 | 4,028 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||