Position in PPTA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$332
+$51 QoQ
Shares Held
16
+60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 253 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPTA Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026SHP Wealth Management holds $14,970 across 3 Other Precious Metals & Mining names. PPTA ranks #3 (2.2% of the industry book) .
All Filings in PPTA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332 | 16 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $281 | 10 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $242 | 10 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||