Position in FLX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$100
-$335 QoQ
Shares Held
38
-72.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 17 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FLX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $5,672,658 across 15 Integrated Freight & Logistics names. FLX ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
6,055 | $1,737,839 | |
| 2 | UPS |
United Parcel Service Inc
|
16,391 | $1,612,537 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
6,303 | $1,335,599 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,539 | $255,574 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
1,724 | $246,924 | |
| 6 | ZTO |
ZTO Express (Cayman) Inc.
|
8,729 | $219,704 | |
| 7 | LSTR |
Landstar System Inc
|
1,256 | $201,341 | |
| 8 | GXO |
GXO Logistics, Inc.
|
322 | $16,691 |
All Filings in FLX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100 | 38 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $435 | 137 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,386 | 432 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,310 | 416 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||