EverSource Wealth Advisors, LLC
Position in HBB — Hamilton Beach Brands Holding Co
CIK 1710537
BIRMINGHAM, AL
Position in HBB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$506
+$243 QoQ
Shares Held
22
+57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 78 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HBB Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,639,701 across 20 Furnishings, Fixtures & Appliances names. HBB ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SGI |
Somnigroup International Inc.
|
35,232 | $2,762,185 | |
| 2 | MHK |
Mohawk Industries Inc
|
4,631 | $561,875 | |
| 3 | WHR |
Whirlpool Corp /De/
|
1,695 | $66,815 | |
| 4 | SN |
SharkNinja, Inc.
|
407 | $61,970 | |
| 5 | TILE |
Interface Inc
|
1,171 | $41,966 | |
| 6 | MLKN |
Millerknoll, Inc.
|
1,471 | $30,093 | |
| 7 | ETD |
Ethan Allen Interiors Inc
|
1,327 | $29,643 | |
| 8 | LZB |
La-Z-Boy Inc
|
594 | $23,829 |
All Filings in HBB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506 | 22 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $263 | 14 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $148 | 9 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $617 | 43 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,483 | 83 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $291 | 15 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $67 | 4 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||