Perigon Wealth Management, LLC
Position in USAR — USA Rare Earth, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in USAR
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$351,964
+$87,308 QoQ
Shares Held
23,255
+4.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USAR Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026Perigon Wealth Management, LLC holds $4,863,186 across 7 Other Industrial Metals & Mining names. USAR ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VALE |
Vale S.A.
|
118,633 | $1,887,451 | |
| 2 | RIO |
Rio Tinto PLC
|
17,468 | $1,629,589 | |
| 3 | UAMY |
United States Antimony Corp
|
50,981 | $445,064 | |
| 4 | USAR |
USA Rare Earth, Inc.
This page
|
23,255 | $351,964 | |
| 5 | MP |
MP Materials Corp. / DE
|
5,075 | $244,919 | |
| 6 | NB |
Niocorp Developments Ltd
|
49,650 | $221,439 | |
| 7 | LAC |
Lithium Americas Corp.
|
20,952 | $82,760 |
All Filings in USAR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $351,964 | 23,255 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $264,656 | 22,240 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||