Position in LZM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,871
+$297 QoQ
Shares Held
998
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 89 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LZM Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,281,196 across 21 Other Industrial Metals & Mining names. LZM ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
41,561 | $2,327,828 | |
| 2 | RIO |
Rio Tinto PLC
|
3,739 | $354,939 | |
| 3 | BHP |
BHP Group Ltd
|
3,601 | $299,994 | |
| 4 | MTRN |
MATERION Corp
|
406 | $120,735 | |
| 5 | VALE |
Vale S.A.
|
4,616 | $69,421 | |
| 6 | USAS |
Americas Gold & Silver Corp
|
12,071 | $56,975 | |
| 7 | CMP |
Compass Minerals International Inc
|
335 | $10,427 | |
| 8 | LAR |
Lithium Argentina AG
|
996 | $8,236 |
All Filings in LZM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,871 | 998 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,574 | 1,064 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,363 | 1,022 | 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 | |
| No filing history on record for this holder in this stock. | ||||||