Position in SVM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$449,086
+$88,072 QoQ
Shares Held
44,464
+32.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 182 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SVM Over Time
Shares Held
Position Value (USD)
Position in Silver
Basic Materials · as of Jun 30, 2026Creative Planning holds $1,219,239 across 3 Silver names. SVM ranks #2 (36.8% of the industry book) .
All Filings in SVM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,086 | 44,464 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $361,014 | 33,614 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $309,539 | 37,115 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $240,494 | 38,053 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $135,985 | 32,224 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $120,260 | 31,075 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $124,623 | 41,541 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $206,412 | 47,234 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $143,052 | 42,575 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $135,671 | 41,617 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $75,925 | 28,869 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,737 | 20,314 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $135,732 | 48,132 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $103,720 | 27,152 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $52,611 | 17,774 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $25,874 | 11,105 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $26,702 | 10,767 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $44,486 | 12,289 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $120,938 | 24,631 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $155,877 | 23,300 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $214,289 | 29,598 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $209,558 | 39,024 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $83,277 | 25,467 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||