GRIMES & Co WEALTH MANAGEMENT, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1321993
WESTBOROUGH, MA
Position in WPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$309,103
-$51,305 QoQ
Shares Held
2,752
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#613
of 849 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $1,301,344 across 4 Gold names. WPM ranks #3 (23.8% of the industry book) .
All Filings in WPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,103 | 2,752 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $360,408 | 2,751 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $323,296 | 2,751 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $307,336 | 2,748 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $255,660 | 2,847 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $220,857 | 2,845 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $228,683 | 3,744 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||