Position in DC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$57,936
-$10,744 QoQ
Shares Held
13,600
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#127
of 178 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DC Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $508,278 across 2 Gold names. DC ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
|
2,903 | $450,342 | |
| 2 | DC |
Dakota Gold Corp.
This page
|
13,600 | $57,936 |
All Filings in DC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,936 | 13,600 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $68,680 | 13,600 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $77,248 | 13,600 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $61,880 | 13,600 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||