Position in USAR
as of Jun 30, 2026
· filed Aug 24, 2026
Position Value
$254,212
+$85,533 QoQ
Shares Held
11,780
+5.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 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, 2026CARLSON FINANCIAL, INC. holds $462,125 across 2 Other Industrial Metals & Mining names. USAR ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USAR |
USA Rare Earth, Inc.
This page
|
11,780 | $254,212 | |
| 2 | TMC |
TMC the metals Co Inc.
|
46,933 | $207,913 |
All Filings in USAR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,212 | 11,780 | Shares | Sole | 2026-08-24 | |
| 2026-03-31 | $168,679 | 11,145 | Shares | Sole | 2026-08-24 | |
| No filing history on record for this holder in this stock. | ||||||