Position in AEM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$811,174
-$178,881 QoQ
Shares Held
5,229
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#540
of 1,051 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $3,043,604 across 3 Gold names. AEM ranks #2 (26.7% of the industry book) .
All Filings in AEM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,174 | 5,229 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $990,055 | 5,840 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $898,256 | 5,329 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $608,445 | 5,116 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $518,958 | 4,787 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $374,391 | 4,787 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $385,640 | 4,787 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $313,069 | 4,787 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $285,544 | 4,787 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $262,566 | 4,787 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||