Position in B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$220,380
-$24,360 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#761
of 1,002 holders
Holding Since
Sep 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 Jun 30, 2026CFM WEALTH PARTNERS LLC holds $491,240 across 2 Gold names. B ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
2,900 | $270,860 | |
| 2 | B |
Barrick Mining Corp
This page
|
6,000 | $220,380 |
All Filings in B
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,380 | 6,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $244,740 | 6,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $326,625 | 7,500 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $245,775 | 7,500 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||