Position in VALE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,461
+$3,370 QoQ
Shares Held
469
+49.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VALE Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026Strategic Wealth Partners, Ltd. holds $138,463 across 11 Other Industrial Metals & Mining names. VALE ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLI |
Standard Lithium Ltd.
|
19,074 | $65,042 | |
| 2 | RIO |
Rio Tinto PLC
|
341 | $31,811 | |
| 3 | BHP |
BHP Group Ltd
|
208 | $15,129 | |
| 4 | VALE |
Vale S.A.
This page
|
469 | $7,461 | |
| 5 | WRN |
Western Copper & Gold Corp
|
2,500 | $6,325 | |
| 6 | NAK |
Northern Dynasty Minerals Ltd
|
3,500 | $4,900 | |
| 7 | TECK |
Teck Resources Ltd
|
70 | $3,622 | |
| 8 | ATLX |
Atlas Lithium Corp
|
685 | $2,979 |
All Filings in VALE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,461 | 469 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,091 | 314 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $3,410 | 314 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $152,097 | 15,664 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $138,939 | 15,664 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $336,547 | 28,814 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,097,608 | 98,264 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||