Position in VALE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,174,654
-$180,782 QoQ
Shares Held
78,102
-8.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#207
of 538 holders
Holding Since
Jun 2023
10 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, 2026Summit Financial, LLC holds $2,549,885 across 3 Other Industrial Metals & Mining names. VALE ranks #1 (46.1% of the industry book) .
All Filings in VALE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,654 | 78,102 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,355,436 | 85,194 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,156,034 | 88,721 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $989,693 | 91,132 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $857,694 | 88,331 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $259,819 | 26,034 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $230,921 | 26,034 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $139,948 | 12,529 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $132,931 | 10,905 | Shares | Sole | 2024-04-24 | |
| 2023-06-30 | $644,428 | 48,020 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||