Position in RIO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,049,297
-$78,849 QoQ
Shares Held
95,326
-2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#7
of 133 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 7.689402681325137.ToString("F0")%
Shared 0.ToString("F0")%
None 92.31059731867487.ToString("F0")%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $25,112,334 across 20 Other Industrial Metals & Mining names. RIO ranks #1 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
This page
|
95,326 | $9,049,297 | |
| 2 | BHP |
BHP Group Ltd
|
44,555 | $3,711,877 | |
| 3 | MTRN |
MATERION Corp
|
11,805 | $3,510,688 | |
| 4 | LAR |
Lithium Argentina AG
|
288,078 | $2,382,405 | |
| 5 | TECK |
Teck Resources Ltd
|
19,771 | $1,175,583 | |
| 6 | VALE |
Vale S.A.
|
69,934 | $1,051,807 | |
| 7 | MP |
MP Materials Corp. / DE
|
17,219 | $964,436 | |
| 8 | LAC |
Lithium Americas Corp.
|
241,367 | $929,262 |
All Filings in RIO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,049,297 | 95,326 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,128,146 | 97,847 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,540,801 | 106,720 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,324,733 | 110,964 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,149,790 | 105,431 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,929,054 | 98,686 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,599,006 | 95,205 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,265,431 | 59,933 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,103,456 | 47,072 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,845,736 | 44,646 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,768,643 | 50,613 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,172,135 | 49,845 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||