Position in IE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,373
-$6,485 QoQ
Shares Held
143
-78.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 201 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IE 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. IE ranks #6 (0.0% of the industry book) .
All Filings in IE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,373 | 143 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,858 | 665 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $14,797 | 926 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,618 | 129 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,170 | 129 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $290 | 50 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $151 | 20 | Shares | Sole | 2025-02-10 | |
| 2022-12-31 | $3,802 | 313 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,542 | 187 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||