MFA WEALTH ADVISORS, LLC NEM — NEWMONT CORP

Ownership history in MFA WEALTH ADVISORS, LLC  ·  13 quarters on record

AI Ownership Summary

MFA WEALTH ADVISORS, LLC reported NEWMONT CORP (NEM) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.57% in 2026 Q3. The latest visible filing shows NEM at 0.57% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MFA WEALTH ADVISORS, LLC's position in NEWMONT CORP, 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 Q3

NEM was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

NEM stock page MFA WEALTH ADVISORS, LLC fund profile MFA WEALTH ADVISORS, LLC full holdings
How MFA WEALTH ADVISORS, LLC held NEM — position size vs. price
% of Fund (quarterly)    NEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 29,005 +16,274 +127.8% 0.57% $3.3M 2026-10-07 $113.54
2026 Q2 ADDED — — — 12,731 +7,435 +140.4% 0.20% $1.2M 2026-07-13 $92.91
2026 Q1 ADDED — — — 5,296 +1,960 +58.8% 0.11% $573K 2026-04-21 $108.82
2025 Q4 REDUCED 14.5% +8.6% ❌ 3,336 -568 -14.5% 0.07% $333K 2026-01-14 $113.42
2025 Q3 REDUCED 15.4% +18.7% ❌ 3,904 -708 -15.4% 0.07% $329K 2025-10-20 $94.01
2025 Q2 REDUCED 6.5% +45.6% ❌ 4,612 -319 -6.5% 0.06% $269K 2025-07-14 $60.06
2025 Q1 REDUCED — — — 4,931 -27 -0.5% 0.06% $238K 2025-04-21 $54.26
2024 Q3 REDUCED — — — 4,958 -75 -1.5% 0.06% $265K 2024-10-22 $56.99
2024 Q2 REDUCED 43.8% +28.3% ❌ 5,033 -3,928 -43.8% 0.05% $211K 2024-07-22 $45.71
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEM

As of 2026 Q3 — sorted by position size

Adams Asset Advisors, LLC 3Y 7Y 2.22% Cox Capital Mgt LLC 3Y 7Y 0.9% Hickory Point Bank & Trust 0.74% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.27% Crumly & Associates Inc. 3Y 0.21% Nautilus Advisors LLC 0.2% New Covenant Trust Company, N.A. 0.19% City Center Advisors, LLC 0.19% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.17% Echo45 Advisors LLC 3Y 0.16%

FAQ About MFA WEALTH ADVISORS, LLC and NEM

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

How long has MFA WEALTH ADVISORS, LLC reported owning NEM?

MFA WEALTH ADVISORS, LLC reported NEM across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported NEM position in MFA WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for NEM was 0.57% in 2026 Q3.

What is the latest reported NEM position on this page?

The most recent filing on this page is 2026 Q3, when MFA WEALTH ADVISORS, LLC reported 29,005 shares, equal to 0.57% of portfolio, with an estimated market value of $3.3M.

What does the chart on this NEM ownership page compare?

The chart compares MFA WEALTH ADVISORS, LLC's quarterly NEM 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 MFA WEALTH ADVISORS, LLC time their NEM position?

Based on 13F filing dates vs. subsequent NEM price moves, MFA WEALTH ADVISORS, LLC correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on NEM relative to SPY over the holding period was +8.7%.

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