Position in RIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$651,694
+$354,659 QoQ
Shares Held
6,865
+115.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#472
of 965 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial, LLC holds $2,549,885 across 3 Other Industrial Metals & Mining names. RIO ranks #3 (25.6% of the industry book) .
All Filings in RIO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,694 | 6,865 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $297,035 | 3,184 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $253,695 | 3,170 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $213,278 | 3,231 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||