Position in B
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$269,634
-$31,314 QoQ
Shares Held
7,341
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#717
of 1,004 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Successful Portfolios LLC holds $916,459 across 3 Gold names. B ranks #2 (29.4% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,634 | 7,341 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $300,948 | 7,378 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $415,554 | 9,542 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $237,385 | 7,244 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||