Position in B
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$36,436
New position
Shares Held
992
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#862
of 1,002 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Gold
Basic Materials · as of Jun 30, 2026Allied Private Wealth LLC holds $236,071 across 4 Gold names. B ranks #4 (15.4% of the industry book) .
All Filings in B
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,436 | 992 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||