Position in RIO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,687,950
+$58,361 QoQ
Shares Held
17,781
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#313
of 966 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Derivatives in RIO
reported options exposure · as of Dec 31, 2020CallValue
$20,000
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $6,326,201 across 7 Other Industrial Metals & Mining names. RIO ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VALE |
Vale S.A.
|
124,333 | $1,869,968 | |
| 2 | RIO |
Rio Tinto PLC
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|
17,781 | $1,687,950 | |
| 3 | USAR |
USA Rare Earth, Inc.
|
62,403 | $1,346,656 | |
| 4 | MP |
MP Materials Corp. / DE
|
12,333 | $690,771 | |
| 5 | UAMY |
United States Antimony Corp
|
59,000 | $428,340 | |
| 6 | NB |
Niocorp Developments Ltd
|
46,000 | $221,720 | |
| 7 | LAC |
Lithium Americas Corp.
|
20,986 | $80,796 |
All Filings in RIO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687,950 | 17,781 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,629,589 | 17,468 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,313,612 | 16,414 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $931,335 | 14,109 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,042,648 | 17,875 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,026,046 | 17,078 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $637,029 | 10,832 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $425,383 | 5,977 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,405,561 | 21,319 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,339,304 | 21,012 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,649,810 | 22,157 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,360,305 | 21,375 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,514,029 | 23,716 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,707,865 | 24,896 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,644,791 | 23,101 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,756,579 | 31,903 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $2,011,231 | 32,971 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,469,164 | 30,711 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,499,723 | 22,404 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,585,037 | 23,721 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,707,161 | 20,350 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,451,200 | 18,689 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,000 | 2,000 | Call | Sole | 2021-01-28 | |
| 2020-12-31 | $1,494,546 | 19,869 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,126,213 | 18,649 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $976,239 | 17,377 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $648,728 | 14,239 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||