Position in PPTA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,965,376
-$143,184 QoQ
Shares Held
239,180
+31.7% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#37
of 252 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in PPTA Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $5,596,496 across 3 Other Precious Metals & Mining names. PPTA ranks #1 (88.7% of the industry book) .
All Filings in PPTA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,965,376 | 239,180 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,108,560 | 181,670 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,342,674 | 138,070 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,812,001 | 89,570 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||