Position in DLX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$58,503
-$6,130 QoQ
Shares Held
2,450
+4.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 245 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLX Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,525,084 across 18 Conglomerates names. DLX ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
3,672 | $594,528 | |
| 2 | HON |
Honeywell International Inc
|
1,721 | $385,326 | |
| 3 | VMI |
Valmont Industries Inc
|
310 | $179,054 | |
| 4 | GHC |
Graham Holdings Co
|
149 | $170,069 | |
| 5 | DLX |
Deluxe Corp
This page
|
2,450 | $58,503 | |
| 6 | OTTR |
Otter Tail Corp
|
504 | $45,344 | |
| 7 | CODI |
Compass Diversified Holdings
|
2,022 | $21,552 | |
| 8 | PAM |
Pampa Energy Inc.
|
193 | $15,849 |
All Filings in DLX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,503 | 2,450 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $64,633 | 2,347 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $48,656 | 2,179 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $31,498 | 1,627 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,234 | 1,209 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,972 | 441 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,233 | 453 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,604 | 698 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,677 | 698 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,371 | 698 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $14,972 | 698 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,185 | 698 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,201 | 698 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $13,504 | 844 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,479 | 146 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $12,698 | 586 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||