Position in OMEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$243
-$329 QoQ
Shares Held
292
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OMEX Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Allworth Financial LP holds $1,865,265 across 26 Other Industrial Metals & Mining names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
|
7,233 | $602,580 | |
| 2 | RIO |
Rio Tinto PLC
|
4,372 | $415,033 | |
| 3 | MP |
MP Materials Corp. / DE
|
5,679 | $318,080 | |
| 4 | LAC |
Lithium Americas Corp.
|
33,146 | $127,612 | |
| 5 | CMP |
Compass Minerals International Inc
|
1,929 | $60,049 | |
| 6 | MTRN |
MATERION Corp
|
175 | $52,043 | |
| 7 | CRML |
Critical Metals Corp.
|
5,055 | $51,813 | |
| 8 | TMC |
TMC the metals Co Inc.
|
11,063 | $49,009 |
All Filings in OMEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243 | 292 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $572 | 292 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $569 | 292 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $344 | 292 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $117 | 292 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $210 | 292 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $241 | 292 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,424 | 292 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,112 | 292 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,357 | 292 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,092 | 292 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,051 | 292 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $949 | 292 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,132 | 292 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $905 | 292 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $995 | 292 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,944 | 292 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,518 | 292 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,044 | 292 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,857 | 292 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,950 | 292 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $177 | 25 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $170 | 25 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $114 | 25 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,061 | 317 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||