Position in B
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$540,059
-$36,543 QoQ
Shares Held
13,240
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Cedar Wealth Management, LLC holds $2,543,486 across 4 Gold names. B ranks #3 (21.2% of the industry book) .
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $540,059 | 13,240 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $576,602 | 13,240 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $433,874 | 13,240 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $275,656 | 13,240 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||