EverSource Wealth Advisors, LLC

Position in ERII — Energy Recovery, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in ERII

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,902

-$211 QoQ

Shares Held

211

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#31

of 39 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $432,001 across 6 Pollution & Treatment Controls names. ERII ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZWS	Zurn Elkay Water Solutions Corp	4,674	$236,174
2	VLTO	Veralto Corp	1,956	$173,455
3	CECO	Ceco Environmental Corp	123	$11,158
4	PCT	PureCycle Technologies, Inc.	579	$4,694
5	ARQ	Arq, Inc.	1,812	$4,618
6	ERII	Energy Recovery, Inc. This page	211	$1,902

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,902	211	+0.5%	Shares	Sole	2026-07-24
2026-03-31	$2,113	210	+412.2%	Shares	Sole	2026-05-18
2025-12-31	$552	41	0.0%	Shares	Sole	2026-02-06
2025-09-30	$632	41	+10.8%	Shares	Sole	2025-11-10
2025-06-30	$472	37	-49.3%	Shares	Sole	2025-08-13
2025-03-31	$1,159	73	+508.3%	Shares	Sole	2025-05-13
2024-12-31	$176	12	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.