Center for Financial Planning, Inc.
Position in USAR — USA Rare Earth, Inc.
CIK 1803557
SOUTHFIED, MI
Position in USAR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$66,639
+$28,757 QoQ
Shares Held
3,088
+23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#262
of 386 holders
Holding Since
Dec 2025
3 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, 2026Center for Financial Planning, Inc. holds $182,847 across 5 Other Industrial Metals & Mining names. USAR ranks #2 (36.4% of the industry book) .
All Filings in USAR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,639 | 3,088 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $37,882 | 2,503 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $28,452 | 2,391 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||