EverSource Wealth Advisors, LLC
Holdings in LZM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,180 | 979 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $6,159 | 1,124 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $2,203 | 535 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,136 | 272 | Shares | Sole | 2025-05-13 |