Position in NVA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,413
New position
Shares Held
935
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 27 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $9,368,441 across 36 Other Industrial Metals & Mining names. NVA ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
43,785 | $4,156,510 | |
| 2 | VALE |
Vale S.A.
|
128,053 | $1,925,917 | |
| 3 | BHP |
BHP Group Ltd
|
14,772 | $1,230,655 | |
| 4 | MP |
MP Materials Corp. / DE
|
11,964 | $670,103 | |
| 5 | IONR |
ioneer Ltd
|
142,517 | $617,098 | |
| 6 | USAR |
USA Rare Earth, Inc.
|
14,727 | $317,808 | |
| 7 | MTRN |
MATERION Corp
|
256 | $76,131 | |
| 8 | WRN |
Western Copper & Gold Corp
|
26,000 | $58,240 |
All Filings in NVA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,413 | 935 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||