ELEVATION POINT WEALTH PARTNERS, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1744349
DENVER, CO
Position in WPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$281,473
+$271,685 QoQ
Shares Held
2,506
+2199.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#634
of 849 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Derivatives in WPM
reported options exposure · as of Dec 31, 2024CallValue
$432
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gold
Basic Materials · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $4,792,190 across 6 Gold names. WPM ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
|
10,504 | $1,629,485 | |
| 2 | KGC |
Kinross Gold Corp
|
51,225 | $1,209,934 | |
| 3 | NEM |
NEWMONT Corp /DE/
|
10,340 | $965,756 | |
| 4 | B |
Barrick Mining Corp
|
13,557 | $497,948 | |
| 5 | WPM |
Wheaton Precious Metals Corp.
This page
|
2,506 | $281,473 | |
| 6 | RGLD |
Royal Gold Inc
|
1,040 | $207,594 |
All Filings in WPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,473 | 2,506 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $9,788 | 109 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $432 | 200 | Call | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||