Position in ALM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,253,046
+$408,595 QoQ
Shares Held
196,440
0.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#70
of 179 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALM Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026WCG Wealth Advisors LLC holds $6,075,255 across 2 Other Industrial Metals & Mining names. ALM ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALM |
Almonty Industries Inc.
This page
|
196,440 | $3,253,046 | |
| 2 | BHP |
BHP Group Ltd
|
33,876 | $2,822,209 |
All Filings in ALM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,253,046 | 196,440 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,844,451 | 196,440 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||