Position in NEM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$237,422
-$99,776 QoQ
Shares Held
2,542
-18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,350
of 1,774 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $237,422 across 1 Gold name. NEM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
2,542 | $237,422 |
All Filings in NEM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,422 | 2,542 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $337,198 | 3,115 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $146,180 | 1,464 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $133,884 | 1,588 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||