Position in XPL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$738,675
+$113,097 QoQ
Shares Held
984,900
+29.1% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#5
of 54 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XPL Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Focused Wealth Management, Inc holds $738,675 across 1 Other Industrial Metals & Mining name. XPL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPL |
Solitario Resources Corp.
This page
|
984,900 | $738,675 |
All Filings in XPL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,675 | 984,900 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $625,578 | 762,900 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $427,630 | 610,900 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $399,630 | 570,900 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $371,085 | 570,900 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $282,540 | 470,900 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $218,831 | 370,900 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $259,630 | 370,900 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $276,701 | 310,900 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $105,540 | 175,900 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $56,000 | 100,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $54,000 | 100,000 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $57,000 | 100,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $33,000 | 50,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $31,000 | 50,000 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $24,500 | 50,000 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $28,500 | 50,000 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||