Position in HBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$76,755
-$44,963 QoQ
Shares Held
3,251
-44.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#266
of 319 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HBM Over Time
Shares Held
Position Value (USD)
Position in Copper
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,288,736 across 6 Copper names. HBM ranks #4 (1.8% of the industry book) .
All Filings in HBM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,755 | 3,251 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $121,718 | 5,824 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $62,049 | 3,126 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $46,904 | 3,094 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $35,097 | 3,308 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,429 | 3,614 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,232 | 3,856 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $30,168 | 3,283 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $28,334 | 3,131 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,625 | 2,375 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,350 | 426 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,936 | 603 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,894 | 603 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,165 | 603 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,565 | 506 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||