Position in RIO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$780,982
+$107,527 QoQ
Shares Held
8,227
+14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#433
of 965 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $2,305,760 across 3 Other Industrial Metals & Mining names. RIO ranks #2 (33.9% of the industry book) .
All Filings in RIO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,982 | 8,227 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $673,455 | 7,219 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $803,500 | 10,040 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $648,679 | 9,827 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $560,725 | 9,613 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $564,151 | 9,390 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $519,525 | 8,834 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $611,420 | 8,591 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $540,624 | 8,200 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $498,573 | 7,822 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,078,031 | 14,478 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $871,358 | 13,692 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,294,675 | 20,280 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,537,463 | 22,412 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $805,485 | 11,313 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $617,497 | 11,215 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,238,788 | 20,308 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,399,764 | 17,410 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $872,763 | 13,038 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,507,659 | 22,563 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,860,282 | 46,016 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,790,298 | 23,056 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $382,268 | 5,082 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $214,505 | 3,552 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $985,902 | 17,549 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,049,243 | 44,979 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||