EverSource Wealth Advisors, LLC
Position in PAL — Proficient Auto Logistics, Inc
CIK 1710537
BIRMINGHAM, AL
Position in PAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,770
-$148 QoQ
Shares Held
407
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 12 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAL Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $5,980,700 across 15 Integrated Freight & Logistics names. PAL ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
5,799 | $1,678,399 | |
| 2 | FDX |
Fedex Corp
|
5,042 | $1,578,795 | |
| 3 | UPS |
United Parcel Service Inc
|
13,637 | $1,465,975 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,337 | $352,887 | |
| 5 | LSTR |
Landstar System Inc
|
1,156 | $239,068 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,266 | $238,433 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
1,346 | $219,367 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
5,295 | $118,499 |
All Filings in PAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,770 | 407 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,918 | 431 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $876 | 91 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $537 | 78 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $232 | 32 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $217 | 26 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||