Position in WRN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,705
-$351 QoQ
Shares Held
1,208
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 7 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRN Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Aventura Private Wealth, LLC holds $423,437 across 9 Other Industrial Metals & Mining names. WRN ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
3,090 | $173,070 | |
| 2 | RIO |
Rio Tinto PLC
|
1,601 | $151,982 | |
| 3 | USAR |
USA Rare Earth, Inc.
|
2,665 | $57,510 | |
| 4 | LAC |
Lithium Americas Corp.
|
7,407 | $28,516 | |
| 5 | SKE |
Skeena Resources Ltd
|
162 | $4,318 | |
| 6 | MTRN |
MATERION Corp
|
10 | $2,973 | |
| 7 | WRN |
Western Copper & Gold Corp
This page
|
1,208 | $2,705 | |
| 8 | NAK |
Northern Dynasty Minerals Ltd
|
1,000 | $1,920 |
All Filings in WRN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,705 | 1,208 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,056 | 1,208 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,962 | 735 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||