Position in IE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,603
-$167 QoQ
Shares Held
375
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#181
of 201 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IE Over Time
Shares Held
Position Value (USD)
Position in Copper
Basic Materials · as of Jun 30, 2026Allworth Financial LP holds $4,971,298 across 7 Copper names. IE ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCX |
Freeport-Mcmoran Inc
|
43,514 | $2,736,594 | |
| 2 | SCCO |
Southern Copper Corp/
|
9,942 | $1,711,930 | |
| 3 | TECK |
Teck Resources Ltd
|
7,288 | $433,344 | |
| 4 | HBM |
Hudbay Minerals Inc.
|
2,848 | $67,241 | |
| 5 | TGB |
Trekor Metals Ltd
|
2,620 | $18,025 | |
| 6 | IE |
Ivanhoe Electric Inc.
This page
|
375 | $3,603 | |
| 7 | ERO |
Ero Copper Corp.
|
21 | $561 |
All Filings in IE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,603 | 375 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,770 | 319 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,184 | 387 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,488 | 278 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $244 | 27 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||