Position in VALE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,722
-$2,739 QoQ
Shares Held
314
-33.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#496
of 538 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VALE Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $160,843 across 13 Other Industrial Metals & Mining names. VALE ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLI |
Standard Lithium Ltd.
|
24,094 | $66,258 | |
| 2 | RIO |
Rio Tinto PLC
|
379 | $35,978 | |
| 3 | BHP |
BHP Group Ltd
|
296 | $24,659 | |
| 4 | UAMY |
United States Antimony Corp
|
1,625 | $11,797 | |
| 5 | NAK |
Northern Dynasty Minerals Ltd
|
3,600 | $6,912 | |
| 6 | WRN |
Western Copper & Gold Corp
|
2,500 | $5,600 | |
| 7 | VALE |
Vale S.A.
This page
|
314 | $4,722 | |
| 8 | ATLX |
Atlas Lithium Corp
|
685 | $2,527 |
All Filings in VALE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,722 | 314 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||