Position in ASC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,880
-$95,326 QoQ
Shares Held
1,205
-83.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#149
of 191 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ASC Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,415,703 across 18 Marine Shipping names. ASC ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
|
52,084 | $7,081,856 | |
| 2 | MATX |
Matson, Inc.
|
305 | $58,626 | |
| 3 | CMRE |
Costamare Inc.
|
4,004 | $56,133 | |
| 4 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
1,493 | $38,818 | |
| 5 | GSL |
Global Ship Lease, Inc.
|
1,018 | $38,275 | |
| 6 | SB |
Safe Bulkers, Inc.
|
4,802 | $30,298 | |
| 7 | SBLK |
Star Bulk Carriers Corp.
|
812 | $20,275 | |
| 8 | ASC |
Ardmore Shipping Corp
This page
|
1,205 | $16,880 |
All Filings in ASC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,880 | 1,205 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $112,206 | 7,358 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $70,717 | 6,678 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $84,418 | 7,112 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $81,061 | 8,444 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,620 | 472 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,844 | 728 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,239 | 179 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,032 | 179 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,297 | 79 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,113 | 79 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,027 | 79 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $728 | 59 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $877 | 59 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $850 | 59 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||