Atlantic Edge Private Wealth Management, LLC
Position in USAR — USA Rare Earth, Inc.
CIK 2011145
JACKSONVILLE, FL
Position in USAR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,237
+$967 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#344
of 386 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USAR Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $74,148 across 6 Other Industrial Metals & Mining names. USAR ranks #3 (4.4% 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 | $3,237 | 150 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,270 | 150 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,190 | 100 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||