Position in VALE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,869,968
-$17,483 QoQ
Shares Held
124,333
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#169
of 538 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VALE Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $6,326,201 across 7 Other Industrial Metals & Mining names. VALE ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VALE |
Vale S.A.
This page
|
124,333 | $1,869,968 | |
| 2 | RIO |
Rio Tinto PLC
|
17,781 | $1,687,950 | |
| 3 | USAR |
USA Rare Earth, Inc.
|
62,403 | $1,346,656 | |
| 4 | MP |
MP Materials Corp. / DE
|
12,333 | $690,771 | |
| 5 | UAMY |
United States Antimony Corp
|
59,000 | $428,340 | |
| 6 | NB |
Niocorp Developments Ltd
|
46,000 | $221,720 | |
| 7 | LAC |
Lithium Americas Corp.
|
20,986 | $80,796 |
All Filings in VALE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,869,968 | 124,333 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,887,451 | 118,633 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,251,700 | 96,063 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $742,335 | 68,355 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $646,249 | 66,555 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $609,907 | 61,113 | Shares | Sole | 2025-04-23 | |
| 2023-09-30 | $237,032 | 17,689 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $598,411 | 44,591 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,046,829 | 66,339 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,181,655 | 69,632 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $925,566 | 69,487 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $833,251 | 56,955 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $818,030 | 40,922 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $190,882 | 13,615 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||