EverSource Wealth Advisors, LLC
Position in PATK — Patrick Industries Inc
CIK 1710537
BIRMINGHAM, AL
Position in PATK
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$56,087
-$161,420 QoQ
Shares Held
505
-74.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PATK Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,083,612 across 10 Recreational Vehicles names. PATK ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
23,075 | $1,678,933 | |
| 2 | PII |
Polaris Inc.
|
3,367 | $183,499 | |
| 3 | THO |
Thor Industries Inc
|
808 | $64,548 | |
| 4 | LCII |
Lci Industries
|
493 | $60,623 | |
| 5 | PATK |
Patrick Industries Inc
This page
|
505 | $56,087 | |
| 6 | MCFT |
MasterCraft Boat Holdings, Inc.
|
746 | $15,298 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
552 | $11,158 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
339 | $8,784 |
All Filings in PATK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,087 | 505 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $217,507 | 2,006 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $178,829 | 1,729 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $106,754 | 1,157 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,683 | 150 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,548 | 139 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,826 | 93 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,730 | 93 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,053 | 76 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $5,084 | 76 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,803 | 76 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,053 | 76 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,486 | 76 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,605 | 114 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $1,246 | 31 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||