Silver Lake Advisory, LLC
All 13F Filings
- Location
- Cottonwood Heights, UT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 271,593
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 105 | 271,593 | 13F-HR | Silver Lake Advisory, LLC |
| Q2 2026 | 7/24/2026 | 109 | 279,863 | 13F-HR | Silver Lake Advisory, LLC |
| Q1 2026 | 4/27/2026 | 103 | 252,033 | 13F-HR | Silver Lake Advisory, LLC |
| Q4 2025 | 1/9/2026 | 103 | 257,842 | 13F-HR | Silver Lake Advisory, LLC |
| Q3 2025 | 10/15/2025 | 104 | 251,068 | 13F-HR | Silver Lake Advisory, LLC |
| Q2 2025 | 7/22/2025 | 104 | 234,818 | 13F-HR | Silver Lake Advisory, LLC |
| Q2 2014 | 7/24/2014 | 76 | 120,860 | 13F-HR | Ronna Sue Cohen |
| Q1 2014 | 4/24/2014 | 68 | 111,686 | 13F-HR | Ronna Sue Cohen |
| Q4 2013 | 1/16/2014 | 73 | 117,500 | 13F-HR | Ronna Sue Cohen |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 232.4 K | 85.6% | 0 | 7.804 K | -7.804 K |
| ETFs | 39.23 K | 14.4% | 0 | 471 | -471 |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
271,593
Holdings
105
QoQ value change ($000)
-8,270
(-3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.