Position in VALE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,925,917
+$701,102 QoQ
Shares Held
128,053
+66.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#168
of 538 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VALE Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $9,368,441 across 36 Other Industrial Metals & Mining names. VALE ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
43,785 | $4,156,510 | |
| 2 | VALE |
Vale S.A.
This page
|
128,053 | $1,925,917 | |
| 3 | BHP |
BHP Group Ltd
|
14,772 | $1,230,655 | |
| 4 | MP |
MP Materials Corp. / DE
|
11,964 | $670,103 | |
| 5 | IONR |
ioneer Ltd
|
142,517 | $617,098 | |
| 6 | USAR |
USA Rare Earth, Inc.
|
14,727 | $317,808 | |
| 7 | MTRN |
MATERION Corp
|
256 | $76,131 | |
| 8 | WRN |
Western Copper & Gold Corp
|
26,000 | $58,240 |
All Filings in VALE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,925,917 | 128,053 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,224,815 | 76,984 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $750,801 | 57,621 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $693,085 | 63,820 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $584,192 | 60,164 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $441,634 | 44,252 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $387,867 | 43,728 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $853,072 | 73,037 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $771,065 | 69,030 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $657,845 | 53,966 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $761,724 | 48,028 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $586,719 | 43,785 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $676,099 | 50,380 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $624,351 | 39,566 | Shares | Other | 2023-05-03 | |
| 2021-12-31 | $271,455 | 19,362 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $215,429 | 15,443 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||