Position in CDE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$341,267
-$51,232 QoQ
Shares Held
20,911
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#415
of 677 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $341,267 across 1 Gold name. CDE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDE |
Coeur Mining, Inc.
This page
|
20,911 | $341,267 |
All Filings in CDE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,267 | 20,911 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $392,499 | 20,911 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $357,224 | 20,035 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $387,656 | 20,664 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $156,148 | 17,624 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $104,334 | 17,624 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||