Position in VALE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$15,506
+$4,369 QoQ
Shares Held
1,031
+47.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#464
of 537 holders
Holding Since
Mar 2020
24 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, 2026HHM Wealth Advisors, LLC holds $270,548 across 7 Other Industrial Metals & Mining names. VALE ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
1,030 | $97,777 | |
| 2 | BHP |
BHP Group Ltd
|
790 | $65,814 | |
| 3 | USAR |
USA Rare Earth, Inc.
|
3,040 | $65,603 | |
| 4 | NAK |
Northern Dynasty Minerals Ltd
|
9,753 | $18,725 | |
| 5 | VALE |
Vale S.A.
This page
|
1,031 | $15,506 | |
| 6 | MP |
MP Materials Corp. / DE
|
75 | $4,200 | |
| 7 | TMC |
TMC the metals Co Inc.
|
660 | $2,923 |
All Filings in VALE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,506 | 1,031 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $11,137 | 700 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $9,121 | 700 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $6,797 | 700 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,986 | 700 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,209 | 700 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,176 | 700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,819 | 700 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $16,614 | 1,363 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,758 | 1,498 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $20,073 | 1,498 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $20,103 | 1,498 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,638 | 1,498 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $19,620 | 1,473 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $19,765 | 1,351 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $16,591 | 830 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $11,636 | 830 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $11,578 | 830 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $15,967 | 700 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $12,166 | 700 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $11,732 | 700 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $7,406 | 700 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,217 | 700 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,803 | 700 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||