Position in AEM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$535,508
-$237,236 QoQ
Shares Held
3,452
-9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#615
of 1,052 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $1,809,351 across 4 Gold names. AEM ranks #2 (29.6% of the industry book) .
All Filings in AEM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,508 | 3,452 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $772,744 | 3,807 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $677,950 | 3,999 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $657,889 | 3,903 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $429,456 | 3,611 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $504,865 | 4,657 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $422,334 | 5,400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $410,694 | 5,098 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $338,641 | 5,178 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $239,852 | 4,021 | Shares | Sole | 2024-05-14 | |
| 2020-09-30 | $229,595 | 2,884 | Shares | Sole | 2020-11-09 | |
| 2020-03-31 | $555,030 | 13,949 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||