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Winch Advisory Services, LLC

Position in USAR — USA Rare Earth, Inc.

CIK 1585822 Appleton, WI

Position in USAR

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$13,811
+$4,125 QoQ
Shares Held
640
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#303
of 386 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in USAR Over Time

Shares Held

Position Value (USD)

Position in Other Industrial Metals & Mining

Basic Materials · as of Jun 30, 2026

Winch Advisory Services, LLC holds $82,331 across 5 Other Industrial Metals & Mining names. USAR ranks #3 (16.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 USAR
USA Rare Earth, Inc.
This page
640 $13,811

All Filings in USAR

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,811 640
2026-03-31 $9,686 640
2025-12-31 $7,616 640
2025-09-30 $5,328 310