Atlantic Edge Private Wealth Management, LLC
Position in OR — OR Royalties Inc.
CIK 2011145
JACKSONVILLE, FL
Position in OR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$28,467
-$5,751 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#212
of 242 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OR Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $251,428 across 11 Gold names. OR ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
|
951 | $147,528 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
360 | $33,624 | |
| 3 | OR |
OR Royalties Inc.
This page
|
900 | $28,467 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
125 | $14,040 | |
| 5 | FNV |
FRANCO NEVADA Corp
|
45 | $9,379 | |
| 6 | RGLD |
Royal Gold Inc
|
30 | $5,988 | |
| 7 | SA |
Seabridge Gold Inc
|
175 | $4,504 | |
| 8 | AU |
AngloGold Ashanti PLC
|
50 | $4,044 |
All Filings in OR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,467 | 900 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $34,218 | 900 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $31,851 | 900 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $36,072 | 900 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $23,139 | 900 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||