Position in MP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$678,102
+$303,949 QoQ
Shares Held
12,107
+56.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#352
of 750 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MP Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026AE Wealth Management LLC holds $2,305,760 across 3 Other Industrial Metals & Mining names. MP ranks #3 (29.4% of the industry book) .
All Filings in MP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,102 | 12,107 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $374,153 | 7,753 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $419,361 | 8,301 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $416,298 | 6,207 | Shares | Other | 2025-11-03 | |
| 2023-12-31 | $2,540,363 | 127,978 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,749,807 | 143,969 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,077,108 | 134,489 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,928,783 | 139,368 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,260,682 | 134,295 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,477,637 | 127,386 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,912,380 | 121,957 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,574,547 | 114,659 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,786,517 | 61,350 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,495,310 | 46,395 | Shares | Sole | 2021-11-01 | |
| 2021-03-31 | $222,278 | 6,183 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||