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Aletheian Wealth Advisors’s Northern Dynasty Minerals NAK Stock Holding History

Aletheian Wealth Advisors’s Portfolio NAK Stock Details NAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$230K Hold
168,200
– – 0.09% 103
2026
Q2 		$323K Hold
168,200
– – 0.14% 81
2026
Q1 		$235K Buy
+168,200
New +$293K 0.11% 87
2025
Q3 		$202K Buy
168,200
+59,000
+54% +$63.4K 0.09% 97
2025
Q2 		$146K Buy
109,200
+20,530
+23% +$22.9K 0.07% 98
2025
Q1 		$102K Buy
+88,670
New +$64.5K 0.06% 93

Other funds holding NAK

VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Aletheian Wealth Advisors's NAK Position: Q3 2026 in Review

Aletheian Wealth Advisors held its Northern Dynasty Minerals (NAK) position steady in Q3 2026 at 168,200 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #103.

Aletheian Wealth Advisors first reported a position in NAK in Q1 2025 and has held it in 6 quarters since. The position peaked at $323K in Q2 2026. 6 funds tracked by Wall St. Rank hold NAK as of Q3 2026.

  • Aletheian Wealth Advisors held 168,200 shares of Northern Dynasty Minerals worth $230K as of Q3 2026.
  • Aletheian Wealth Advisors left its Northern Dynasty Minerals share count unchanged in Q3 2026.
  • Northern Dynasty Minerals made up 0.09% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #103 holding.
  • Aletheian Wealth Advisors first reported a position in Northern Dynasty Minerals in Q1 2025 and has held it in 6 quarters since.
  • Aletheian Wealth Advisors's Northern Dynasty Minerals position peaked at $323K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.