Position in NEM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$32,220
-$985,219 QoQ
Shares Held
345
-96.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,566
of 1,774 holders
Holding Since
Jun 2021
10 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 Jun 30, 2026Ascentis Independent Advisors holds $51,985 across 2 Gold names. NEM ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
345 | $32,220 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
176 | $19,765 |
All Filings in NEM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,220 | 345 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,017,439 | 9,399 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $435,724 | 8,152 | Shares | Sole | 2024-10-25 | |
| 2023-12-31 | $602,762 | 14,563 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $434,384 | 11,756 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $10,153 | 238 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $397,503 | 8,109 | Shares | Sole | 2023-06-01 | |
| 2022-03-31 | $632,660 | 7,963 | Shares | Sole | 2022-05-18 | |
| 2021-09-30 | $318,958 | 5,874 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $331,730 | 5,234 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||