Position in IE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$35,220
+$9,985 QoQ
Shares Held
3,665
+71.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 201 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IE Over Time
Shares Held
Position Value (USD)
Derivatives in IE
reported options exposure · as of Dec 31, 2025CallValue
$159,800
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Copper
Basic Materials · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $14,566,962 across 4 Copper names. IE ranks #2 (0.2% of the industry book) .
All Filings in IE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,220 | 3,665 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $25,235 | 2,135 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $65,198 | 4,080 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $159,800 | 10,000 | Call | Sole | 2026-05-12 | |
| 2025-09-30 | $105,420 | 8,400 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $51,204 | 4,080 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||