Position in NEM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$298,039
-$24,546 QoQ
Shares Held
3,191
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,256
of 1,774 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,099,802 across 5 Gold names. NEM ranks #3 (14.2% of the industry book) .
All Filings in NEM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,039 | 3,191 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $322,585 | 2,980 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $249,923 | 2,503 | Shares | Sole | 2026-01-22 | |
| 2024-12-31 | $73,397 | 1,972 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $24,533 | 459 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $52,839 | 1,262 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,593 | 184 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $106,247 | 2,567 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $71,830 | 1,944 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $82,845 | 1,942 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $94,118 | 1,920 | Shares | Other | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||