Marshall & Sterling Wealth Advisors Inc.
Position in RIO — Rio Tinto PLC
CIK 2056315
POUGHKEEPSIE, NY
Position in RIO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$516,229
+$128,610 QoQ
Shares Held
5,438
+30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#520
of 965 holders
Holding Since
Mar 2026
2 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $519,342 across 2 Other Industrial Metals & Mining names. RIO ranks #1 (99.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
This page
|
5,438 | $516,229 | |
| 2 | CMP |
Compass Minerals International Inc
|
100 | $3,113 |
All Filings in RIO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,229 | 5,438 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $387,619 | 4,155 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||