Concord Wealth Partners

Position in WPM — Wheaton Precious Metals Corp.

CIK 1814214 ABINGDON, VA

Position in WPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$61,214

-$2,834 QoQ

Shares Held

545

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#743

of 849 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Concord Wealth Partners holds $281,373 across 5 Gold names. WPM ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	B	Barrick Mining Corp	3,361	$123,449
2	WPM	Wheaton Precious Metals Corp. This page	545	$61,214
3	NEM	NEWMONT Corp /DE/	457	$42,683
4	AEM	Agnico Eagle Mines Ltd	253	$39,247
5	PAAS	Pan American Silver Corp	330	$14,780

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,214	545	0.0%	Shares	Sole	2026-07-27
2025-12-31	$64,048	545	0.0%	Shares	Sole	2026-01-29
2025-09-30	$60,952	545	+319.2%	Shares	Sole	2025-11-05
2023-06-30	$5,618	130	0.0%	Shares	Sole	2023-08-08
2023-03-31	$6,260	130	0.0%	Shares	Sole	2023-04-26
2022-12-31	$5,080	130	0.0%	Shares	Sole	2023-01-30
2022-06-30	$4,683	130	0.0%	Shares	Sole	2022-08-04
2022-03-31	$6,185	130	0.0%	Shares	Sole	2022-04-20
2021-12-31	$5,580	130	0.0%	Shares	Sole	2022-01-21
2021-09-30	$4,885	130	0.0%	Shares	Sole	2021-11-09
2021-06-30	$5,729	130	0.0%	Shares	Sole	2021-07-29
2021-03-31	$4,967	130	0.0%	Shares	Sole	2021-05-13
2020-12-31	$5,426	130	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.