Position in NEM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$504,919
-$157,354 QoQ
Shares Held
5,406
-11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,078
of 1,773 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026CreativeOne Wealth, LLC holds $1,357,149 across 4 Gold names. NEM ranks #1 (37.2% of the industry book) .
All Filings in NEM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,919 | 5,406 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $662,273 | 6,118 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $534,895 | 5,357 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $564,033 | 6,690 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $282,327 | 4,846 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $246,758 | 5,111 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $417,384 | 11,214 | Shares | Other | 2025-02-13 | |
| 2022-06-30 | $590,494 | 9,896 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||