Position in B
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,369
-$1,437 QoQ
Shares Held
364
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#910
of 1,002 holders
Holding Since
Sep 2025
3 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, 2026Financial Life Planners holds $25,872 across 3 Gold names. B ranks #1 (51.7% of the industry book) .
All Filings in B
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,369 | 364 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,806 | 363 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $11,764 | 359 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||