Position in CDE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$612,636
+$1,316 QoQ
Shares Held
37,539
+15.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#359
of 677 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial, LLC holds $40,346,130 across 9 Gold names. CDE ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
242,785 | $27,269,611 | |
| 2 | SA |
Seabridge Gold Inc
|
145,062 | $3,733,895 | |
| 3 | B |
Barrick Mining Corp
|
73,277 | $2,691,464 | |
| 4 | HMY |
Harmony Gold Mining Co Ltd
|
150,886 | $2,294,976 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
11,219 | $1,740,403 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
11,736 | $1,096,142 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
3,309 | $689,727 | |
| 8 | CDE |
Coeur Mining, Inc.
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|
37,539 | $612,636 |
All Filings in CDE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,636 | 37,539 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $611,320 | 32,569 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $483,692 | 27,128 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $472,845 | 25,205 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||