Position in FA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,704
+$14,438 QoQ
Shares Held
981
+252.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 176 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FA Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $10,302,263 across 29 Specialty Business Services names. FA ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBA |
Rb Global Inc.
|
64,122 | $7,467,001 | |
| 2 | ARMK |
Aramark
|
8,453 | $480,973 | |
| 3 | CTAS |
Cintas Corp
|
2,163 | $367,878 | |
| 4 | CPRT |
Copart Inc
|
13,037 | $367,508 | |
| 5 | ULS |
UL Solutions Inc.
|
2,878 | $293,150 | |
| 6 | AZZ |
Azz Inc
|
1,802 | $279,396 | |
| 7 | GPN |
Global Payments Inc
|
3,662 | $265,710 | |
| 8 | RELX |
Relx PLC
|
6,260 | $198,248 |
All Filings in FA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,704 | 981 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,266 | 278 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,655 | 114 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,663 | 498 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,450 | 569 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $788 | 56 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $524 | 28 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $555 | 28 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $449 | 28 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||