Position in AEM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$242,623
-$74,837 QoQ
Shares Held
1,564
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#806
of 1,052 holders
Holding Since
Dec 2025
3 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, 2026Phillips Wealth Planners LLC holds $242,623 across 1 Gold name. AEM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
This page
|
1,564 | $242,623 |
All Filings in AEM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,623 | 1,564 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $317,460 | 1,564 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $267,348 | 1,577 | Shares | Defined | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||