Position in RIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,156,510
+$995,472 QoQ
Shares Held
43,785
+29.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#198
of 966 holders
Holding Since
Mar 2020
25 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, 2026Integrated Wealth Concepts LLC holds $9,368,441 across 36 Other Industrial Metals & Mining names. RIO ranks #1 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
This page
|
43,785 | $4,156,510 | |
| 2 | VALE |
Vale S.A.
|
128,053 | $1,925,917 | |
| 3 | BHP |
BHP Group Ltd
|
14,772 | $1,230,655 | |
| 4 | MP |
MP Materials Corp. / DE
|
11,964 | $670,103 | |
| 5 | IONR |
ioneer Ltd
|
142,517 | $617,098 | |
| 6 | USAR |
USA Rare Earth, Inc.
|
14,727 | $317,808 | |
| 7 | MTRN |
MATERION Corp
|
256 | $76,131 | |
| 8 | WRN |
Western Copper & Gold Corp
|
26,000 | $58,240 |
All Filings in RIO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,156,510 | 43,785 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,161,038 | 33,884 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $786,774 | 9,831 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,949,803 | 29,538 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,752,583 | 30,046 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,676,412 | 27,903 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,863,218 | 31,682 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,359,285 | 33,150 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,282,628 | 34,622 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,196,289 | 34,457 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,585,251 | 34,720 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,402,728 | 37,755 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,233,697 | 34,989 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,336,378 | 34,058 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $312,140 | 4,384 | Shares | Other | 2023-02-13 | |
| 2022-06-30 | $554,917 | 9,097 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $633,793 | 7,883 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $246,071 | 3,676 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $913,028 | 13,664 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $323,312 | 3,854 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $217,264 | 2,798 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,425,494 | 18,951 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,066,608 | 17,662 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $981,071 | 17,463 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $665,176 | 14,600 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||