Position in BTU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,845
-$14,673 QoQ
Shares Held
772
-21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 73 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTU Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $65,971 across 4 Thermal Coal names. BTU ranks #3 (27.0% of the industry book) .
All Filings in BTU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,845 | 772 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $32,518 | 987 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $26,371 | 888 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $21,480 | 810 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,138 | 830 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,368 | 839 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,139 | 723 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,697 | 177 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,765 | 758 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,528 | 1,176 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $30,156 | 1,240 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $32,227 | 1,240 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $14,554 | 672 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $537 | 21 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $898 | 34 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,116 | 45 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $11,091 | 520 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,755 | 520 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $5,236 | 520 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||