Virginia Estate & Retirement Planning Advisors Inc. PSLV β€” SPROTT ASSET MANAGEMENT LP

Ownership history in Virginia Estate & Retirement Planning Advisors Inc.  Β·  2 quarters on record

AI Ownership Summary

Virginia Estate & Retirement Planning Advisors Inc. reported SPROTT ASSET MANAGEMENT LP (PSLV) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 3.09% in 2026 Q2. The latest visible filing shows PSLV at 3.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Virginia Estate & Retirement Planning Advisors Inc.'s position in SPROTT ASSET MANAGEMENT LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PSLV was reported at 3.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.09% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSLV stock page Virginia Estate & Retirement Planning Advisors Inc. fund profile Virginia Estate & Retirement Planning Advisors Inc. full holdings
How Virginia Estate & Retirement Planning Advisors Inc. held PSLV β€” position size vs. price
% of Fund (quarterly)    PSLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 84,891 +68,281 +411.1% 3.09% $2.6M 2026-07-28 $18.48
2026 Q1 INITIATED β€” β€” β€” 16,610 β€” β€” 0.99% $567K 2026-05-12 $28.11

🏒 Other funds also holding PSLV

As of 2026 Q2 β€” sorted by position size

Capital Wealth Alliance, LLC 3Y 19.55% Cedrus Wealth Group LLC 16.62% WIT Partners Advisory Pte. Ltd. 11.14% Basepoint Wealth LLC 9.34% Grand Central Investment Group 3Y 6.75% Accordant Advisory Group Inc 5.87% Forest Hill Capital, LLC 3Y 7Y 5.63% Equinox Partners Investment Management LLC 3Y 7Y 4.89% Hurley Capital, LLC 3Y 7Y 4.56% Entruity Wealth, LLC 4.41%

FAQ About Virginia Estate & Retirement Planning Advisors Inc. and PSLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Virginia Estate & Retirement Planning Advisors Inc. reported owning PSLV?

Virginia Estate & Retirement Planning Advisors Inc. reported PSLV across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported PSLV position in Virginia Estate & Retirement Planning Advisors Inc.'s portfolio?

The largest reported portfolio weight for PSLV was 3.09% in 2026 Q2.

What is the latest reported PSLV position on this page?

The most recent filing on this page is 2026 Q2, when Virginia Estate & Retirement Planning Advisors Inc. reported 84,891 shares, equal to 3.09% of portfolio, with an estimated market value of $2.6M.

What does the chart on this PSLV ownership page compare?

The chart compares Virginia Estate & Retirement Planning Advisors Inc.'s quarterly PSLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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