Position in CDE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$920,790
-$139,733 QoQ
Shares Held
56,421
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#320
of 677 holders
Holding Since
Mar 2026
2 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, 2026Falcon Wealth Planning holds $920,790 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
|
56,421 | $920,790 |
All Filings in CDE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $920,790 | 56,421 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,060,523 | 56,501 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||