Position in WRN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,890
-$1,820 QoQ
Shares Held
13,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WRN Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $8,243,366 across 11 Other Industrial Metals & Mining names. WRN ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
33,884 | $3,161,038 | |
| 2 | VALE |
Vale S.A.
|
76,984 | $1,224,815 | |
| 3 | BHP |
BHP Group Ltd
|
14,262 | $1,037,417 | |
| 4 | IONR |
ioneer Ltd
|
188,560 | $802,322 | |
| 5 | TECK |
Teck Resources Ltd
|
14,141 | $731,796 | |
| 6 | MP |
MP Materials Corp. / DE
|
12,481 | $602,333 | |
| 7 | UAMY |
United States Antimony Corp
|
35,567 | $310,499 | |
| 8 | USAR |
USA Rare Earth, Inc.
|
14,088 | $213,221 |
All Filings in WRN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,890 | 13,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,710 | 13,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,610 | 13,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,250 | 13,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,820 | 13,000 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||