Position in RIO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,357,279
+$31,727 QoQ
Shares Held
56,434
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#164
of 966 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Modera Wealth Management, LLC holds $5,533,019 across 3 Other Industrial Metals & Mining names. RIO ranks #1 (96.8% of the industry book) .
All Filings in RIO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,357,279 | 56,434 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,325,552 | 57,086 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,830,210 | 60,355 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,890,431 | 58,937 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,600,827 | 61,732 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,868,250 | 64,385 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,875,873 | 65,905 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,023,036 | 70,578 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,429,836 | 67,190 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,247,824 | 66,643 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,931,932 | 66,236 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,299,709 | 67,563 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $4,676,471 | 73,253 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||