Position in VALE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,602
-$768 QoQ
Shares Held
572
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#476
of 538 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $37,817 across 9 Other Industrial Metals & Mining names. VALE ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
|
254 | $21,160 | |
| 2 | VALE |
Vale S.A.
This page
|
572 | $8,602 | |
| 3 | RIO |
Rio Tinto PLC
|
58 | $5,505 | |
| 4 | USAR |
USA Rare Earth, Inc.
|
22 | $474 | |
| 5 | TMQ |
Trilogy Metals Inc.
|
132 | $463 | |
| 6 | NAK |
Northern Dynasty Minerals Ltd
|
237 | $455 | |
| 7 | USAS |
Americas Gold & Silver Corp
|
85 | $401 | |
| 8 | GSM |
Ferroglobe PLC
|
121 | $384 |
All Filings in VALE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,602 | 572 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9,370 | 589 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,674 | 589 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,396 | 589 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,961 | 511 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,099 | 511 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,517 | 622 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||