Ballast Rock Private Wealth LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 2106928
CHARLESTON, SC
Position in WPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$225,426
-$36,856 QoQ
Shares Held
2,007
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#667
of 849 holders
Holding Since
Dec 2025
3 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, 2026Ballast Rock Private Wealth LLC holds $853,147 across 3 Gold names. WPM ranks #3 (26.4% of the industry book) .
All Filings in WPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,426 | 2,007 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $262,282 | 2,002 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $235,275 | 2,002 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||