Position in SLI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,750
-$1,720 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 137 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLI Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Concord Wealth Partners holds $18,088 across 5 Other Industrial Metals & Mining names. SLI ranks #3 (15.2% of the industry book) .
All Filings in SLI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,750 | 1,000 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,470 | 1,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,370 | 1,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,960 | 1,000 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,270 | 1,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,460 | 1,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,610 | 1,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,250 | 1,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,180 | 1,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,020 | 1,000 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $2,830 | 1,000 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $4,500 | 1,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,800 | 1,000 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,950 | 1,000 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $4,240 | 1,000 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $9,810 | 1,000 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||