Position in PPTA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$776,548
-$821,595 QoQ
Shares Held
37,406
-34.2% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 252 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 5%
None 94%
Common Shares in PPTA Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026Corient Private Wealth LLC holds $2,159,884 across 5 Other Precious Metals & Mining names. PPTA ranks #1 (36.0% of the industry book) .
All Filings in PPTA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,548 | 37,406 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,598,143 | 56,833 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||