180 WEALTH ADVISORS, LLC AEM — AGNICO EAGLE MINES LTD

Ownership history in 180 WEALTH ADVISORS, LLC  ·  4 quarters on record

AI Ownership Summary

180 WEALTH ADVISORS, LLC reported AGNICO EAGLE MINES LTD (AEM) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows AEM at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 180 WEALTH ADVISORS, LLC's position in AGNICO EAGLE MINES LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AEM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AEM stock page 180 WEALTH ADVISORS, LLC fund profile 180 WEALTH ADVISORS, LLC full holdings
How 180 WEALTH ADVISORS, LLC held AEM — position size vs. price
% of Fund (quarterly)    AEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 5,463 -158 -2.8% 0.08% $847K 2026-07-07 $150.33
2026 Q1 REDUCED — — — 5,621 -172 -3.0% 0.13% $1.1M 2026-05-01 $183.56
2025 Q4 ADDED — — — 5,793 +3,754 +184.1% 0.11% $982K 2026-01-09 $190.80
2025 Q3 INITIATED — — — 2,039 — — 0.04% $344K 2025-10-16 $184.76

🏢 Other funds also holding AEM

As of 2026 Q2 — sorted by position size

HARBOR INVESTMENT ADVISORY, LLC 3Y 0.23% Baron Wealth Management LLC 3Y 0.08% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.06% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.04% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.03% Evanson Financial, LLC 0.03% Versant Capital Management, Inc 3Y 7Y 0.03% MJT & Associates Financial Advisory Group, Inc. 0.02% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 0.02% Stonebridge Financial Group, LLC 0.02%

FAQ About 180 WEALTH ADVISORS, LLC and AEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has 180 WEALTH ADVISORS, LLC reported owning AEM?

180 WEALTH ADVISORS, LLC reported AEM across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AEM position in 180 WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for AEM was 0.13% in 2026 Q1.

What is the latest reported AEM position on this page?

The most recent filing on this page is 2026 Q2, when 180 WEALTH ADVISORS, LLC reported 5,463 shares, equal to 0.08% of portfolio, with an estimated market value of $847K.

What does the chart on this AEM ownership page compare?

The chart compares 180 WEALTH ADVISORS, LLC's quarterly AEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 180 WEALTH ADVISORS, LLC time their AEM position?

Based on 13F filing dates vs. subsequent AEM price moves, 180 WEALTH ADVISORS, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AEM relative to SPY over the holding period was -37.8%.

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