Position in CDE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$163,200
-$24,500 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#510
of 677 holders
Holding Since
Mar 2020
23 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, 2026Marotta Asset Management holds $163,200 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
|
10,000 | $163,200 |
All Filings in CDE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,200 | 10,000 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $187,700 | 10,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $267,450 | 15,000 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $281,400 | 15,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $132,900 | 15,000 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $88,800 | 15,000 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $85,800 | 15,000 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $103,200 | 15,000 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $84,300 | 15,000 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $56,550 | 15,000 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $32,600 | 10,000 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $22,200 | 10,000 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $56,800 | 20,000 | Shares | Sole | 2023-07-05 | |
| 2022-12-31 | $67,200 | 20,000 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $68,400 | 20,000 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $76,000 | 25,000 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $155,750 | 35,000 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $115,920 | 23,000 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $86,380 | 14,000 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $177,600 | 20,000 | Shares | Sole | 2021-07-09 | |
| 2020-09-30 | $221,400 | 30,000 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $279,400 | 55,000 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $176,550 | 55,000 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||