Position in IE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,306
-$301 QoQ
Shares Held
136
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 200 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, 2026Physician Wealth Advisors, Inc. holds $159,781 across 6 Copper names. IE ranks #4 (0.8% of the industry book) .
All Filings in IE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,306 | 136 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,607 | 136 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,173 | 136 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,706 | 136 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,233 | 136 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||