Position in NEM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$491,888
+$48,455 QoQ
Shares Held
4,544
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $1,544,134 across 4 Gold names. NEM ranks #2 (31.9% of the industry book) .
All Filings in NEM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $491,888 | 4,544 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $443,433 | 4,441 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $277,970 | 3,297 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||