Performance Wealth Partners, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1908765
HINSDALE, IL
Position in WPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,085,011
-$180,545 QoQ
Shares Held
9,660
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#406
of 849 holders
Holding Since
Sep 2024
6 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, 2026Performance Wealth Partners, LLC holds $2,691,227 across 2 Gold names. WPM ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
|
10,354 | $1,606,216 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
This page
|
9,660 | $1,085,011 |
All Filings in WPM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,011 | 9,660 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,265,556 | 9,660 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,135,243 | 9,660 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,080,374 | 9,660 | Shares | Sole | 2025-11-07 | |
| 2024-12-31 | $626,963 | 11,148 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $219,949 | 3,601 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||