Position in NEM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,680
New position
Shares Held
200
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,618
of 1,774 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 2026Asset Planning,Inc holds $37,045 across 2 Gold names. NEM ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
200 | $18,680 | |
| 2 | B |
Barrick Mining Corp
|
500 | $18,365 |
All Filings in NEM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,680 | 200 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||