Position in LZM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,574
-$789 QoQ
Shares Held
1,064
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LZM Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $1,915,252 across 21 Other Industrial Metals & Mining names. LZM ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
5,134 | $478,945 | |
| 2 | GRO |
Brazil Potash Corp.
|
138,839 | $449,838 | |
| 3 | BHP |
BHP Group Ltd
|
5,386 | $391,772 | |
| 4 | TECK |
Teck Resources Ltd
|
2,987 | $154,575 | |
| 5 | VALE |
Vale S.A.
|
8,853 | $140,849 | |
| 6 | MP |
MP Materials Corp. / DE
|
2,336 | $112,732 | |
| 7 | USAS |
Americas Gold & Silver Corp
|
12,404 | $64,747 | |
| 8 | MTRN |
MATERION Corp
|
395 | $57,134 |
All Filings in LZM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||