Position in CDE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,826
+$195 QoQ
Shares Held
357
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#605
of 677 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $48,619 across 6 Gold names. CDE ranks #4 (12.0% of the industry book) .
All Filings in CDE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,826 | 357 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,631 | 300 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,349 | 300 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,628 | 300 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,658 | 300 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,776 | 300 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||