Creative Planning

Position in TGB — Trekor Metals Ltd

CIK 1540235 OVERLAND PARK, KS

Position in TGB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$771,089

+$46,439 QoQ

Shares Held

112,077

-0.2% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#82

of 173 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Creative Planning holds $67,329,174 across 6 Copper names. TGB ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCX	Freeport-Mcmoran Inc	600,009	$37,734,565
2	SCCO	Southern Copper Corp/	113,776	$19,591,531
3	TECK	Teck Resources Ltd	129,578	$7,704,707
4	HBM	Hudbay Minerals Inc.	37,489	$885,114
5	TGB	Trekor Metals Ltd This page	112,077	$771,089
6	IE	Ivanhoe Electric Inc.	66,823	$642,168

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$771,089	112,077	-0.2%	Shares	Defined	2026-08-13
2026-03-31	$724,650	112,349	+3.4%	Shares	Defined	2026-05-12
2025-12-31	$614,782	108,619	+2.8%	Shares	Sole	2026-02-17
2025-09-30	$447,013	105,677	-2.2%	Shares	Defined	2025-11-14
2025-06-30	$340,268	108,022	-16.2%	Shares	Sole	2025-08-08
2025-03-31	$288,647	128,861	+96.1%	Shares	Sole	2025-05-15
2024-12-31	$127,511	65,728	+22.2%	Shares	Defined	2025-02-14
2024-09-30	$135,512	53,775	-3.0%	Shares	Defined	2024-10-11
2024-06-30	$135,869	55,457	+17.5%	Shares	Defined	2024-08-15
2024-03-31	$102,419	47,198	+39.8%	Shares	Sole	2024-05-13
2023-12-31	$47,280	33,772	+20.3%	Shares	Defined	2024-02-14
2023-09-30	$35,648	28,070	+43.7%	Shares	Sole	2023-11-16
2023-06-30	$27,926	19,529	+30.9%	Shares	Defined	2023-07-21
2023-03-31	$24,765	14,919	-31.9%	Shares	Sole	2023-05-15
2020-03-31	$5,913	21,900	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.