Position in NEM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$509,030
-$55,122 QoQ
Shares Held
5,450
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,076
of 1,774 holders
Holding Since
Jun 2024
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, 2026Heritage Wealth Management, Inc. holds $825,128 across 2 Gold names. NEM ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
5,450 | $509,030 | |
| 2 | B |
Barrick Mining Corp
|
8,606 | $316,098 |
All Filings in NEM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,030 | 5,450 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $564,152 | 5,650 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $501,644 | 5,950 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $346,647 | 5,950 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $308,750 | 6,395 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $238,021 | 6,395 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $309,742 | 5,795 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $224,632 | 5,365 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||