Position in WPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,668
New position
Shares Held
1,840
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#689
of 849 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 202644 WEALTH MANAGEMENT LLC holds $206,668 across 1 Gold name. WPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
1,840 | $206,668 |
All Filings in WPM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,668 | 1,840 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||